As you may know, Xero is retiring its classic invoicing system. Based on feedback from the Xero community, they have enhanced the new invoicing experience with some great features. Here’s what you need to know about these changes and how they might affect your invoicing process.
Timeline for Switching
To make the transition smoother, Xero has extended the timeline for adopting the new invoicing system. Starting September 2, 2024, at 9 am NZT, all users will automatically default to the latest version each time they log into Xero. You may get an early look at the new system when you create an invoice before this date, allowing you to get familiar with it gradually.
You will have the option to switch back to classic invoicing until November 20, 2024, at 9 am NZT.
New Features and Enhancements
Earlier this year, Xero has rolled out several new features in the invoicing system, including:
- File Attachments: You can now attach files from Xero’s file library directly to your invoices.
- Detailed History and Notes: You can now see a detailed history of your invoices, including when and to whom the email was sent.
- Improved Layout: With the redesigned layout, you can now easily navigate and tab through fields.
- Enhanced Sending Experience: You can now enjoy a live side-by-side email preview and new CC and BCC functions.
For a complete list of updates and features, and to compare the classic and new versions of invoicing, check out Xero Central.
Get Started Today
To help you adapt to the new invoicing system, Xero has created a comprehensive page detailing the changes, providing helpful resources, how-to tips, and a preview of upcoming features. We encourage you to explore this page and get acquainted with the new tools and features.
We’d love to hear your feedback, so if you have any questions or need assistance during this transition, our team is here to help.