As a small business owner, you may have received an email from Xero announcing the retirement of their classic invoicing feature. However, Xero has recently made some changes to the original retirement plan ...
On the 1st of September 2024 at 10pm BST, all invoicing users will automatically default to the new version each time they log into Xero. This will give you a chance to explore the new features and get comfortable with the new layout.
There are numerous benefits to the new version of invoicing though. One of the most requested features has been the ability to attach files from Xero's library to your invoice. This feature is now available, making it easier to include important documents such as contracts or receipts with your invoices.
Additionally, the new version allows you to view detailed history and notes for each invoice, including when the email was first sent and the email address it was sent to. This can be helpful for tracking and managing your invoicing process.
Xero has also made improvements to the layout of the new version, making it more user-friendly and easier to navigate. The fields have been reorganised and tabbing through them has been made more efficient. This will save you time and make the invoicing process smoother.
This includes a live side-by-side email preview, so you can see exactly what your client will receive before sending the invoice. You can also now CC and BCC other email addresses, making it easier to keep everyone in the loop.
But that's not all, Xero has more features in the works before the retirement of classic invoicing. These include the ability to customise invoice templates, set up recurring invoices, and add multiple payment options. These features will make the invoicing process even more efficient and convenient for you and your clients.
There have been some concerns with the retirement of classic invoicing though. Some users have expressed their preference for the classic version and may be hesitant to switch to the new version. However, Xero has stated that the new version will have all the features and functionality of the classic version before it is retired. This means that you will not lose any features by making the switch.
Furthermore, Xero has taken into consideration the feedback from the Xero community and has made changes to the new version based on this feedback. This shows that Xero is committed to providing a user-friendly and efficient invoicing experience for its users.
So, do take this opportunity to explore the new features and get familiar with the new layout and if you have any issues with it, or need some handholding to make the transition, then do get in touch.
You may even find that the new version improves your overall invoicing process.
If anything I've written here resonates with you, call me on 01604 420057 and let's see how we can help you.