As you read this, you’re likely aware that the clock is ticking down to the 26th of February, 2025. This date marks the official retirement of Xero Classic Invoicing, prompting users everywhere to transition to the new invoicing experience ...
From streamlined functionalities to an array of features that have been developed based on user feedback, the advancements in new invoicing are compelling. You'll notice the ease with which you can now attach files by simply dragging and dropping them anywhere on your screen, making it easier than ever to include receipts or additional documentation.
Also, the days of cumbersome date entries are behind you. With a newly integrated calendar picker and efficient keyboard options, managing dates in your invoices is now surprisingly simple. Add to this the introduction of handy keyboard shortcuts for quickly saving or approving invoices, and you'll find that creating invoices is a more fluid and enjoyable experience.
If your business relies on inventory management, you'll be pleased with the enhancements in this area as well. The ability to view stock levels directly within the quantity cell for tracked inventory streamlines your invoicing process; you can ensure your numbers always reflect real-time stock availability, saving you time and reducing errors.
Additionally, you can adjust the currency exchange rates directly within an invoice, a feature that will be especially valuable if you work with international clients. This flexibility allows for seamless transactions across borders, helping you maintain professionalism and clarity in your financial dealings.
As you prepare for the transition from Xero Classic Invoicing to the new invoicing system, remember that you can access all your previous invoices through the Invoice List page in Xero. Each of these invoices will be accessible and editable in the new format, so there's no need to worry about losing essential data during this change!
To make things even easier, Xero has also rolled out how-to videos and a comprehensive learning guide in Xero Central. These resources are invaluable for easing your transition and ensuring you're comfortable with the new invoicing features before the classic version is no longer available.
With your data safe and a plethora of new functionalities at your fingertips, this transition is an opportunity to elevate how you manage your invoicing processes. Embrace this change, and you'll soon discover the many ways the new invoicing system enhances your daily operations.
As always, your Bookkeeping Buddy stands ready to help.
If anything I've written here resonates with you, call me on 01604 420057 and let's see how we can help you.