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 ...
This transition from Xero Classic Invoicing is an opportunity to elevate how you manage your invoicing processes!
It's easy to feel a mix of emotions when faced with such significant updates, but don't worry as you won't be left stranded. Your historical invoices, drafts, and repeating invoices will all be safely stored and easily accessible in the new system.
"The new invoice version promises several improvements!"
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.
"Retiring Xero Classic Invoicing may seem overwhelming, but it opens the door to a more efficient and user-friendly invoicing experience!"
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.
If anything I've written in this blog post resonates with you and you'd like to discover more about xero classic invoicing and the transition to the new version of invoicing, it may be a great idea to give me a call on 01604 217365 and let's see how I can help.
Alison loves bookkeeping and supporting bookkeepers. She has been helping clients to be better bookkeepers in Sage 50 for over 24 years and has been Xero Accredited in accounts and payroll for a number of years too.
She specialises in a very unique hand-holding method of training, helping bookkeepers and business owners to use their accounts software as and when they need support in setting up and producing their invoices, reports and financial information.
Alison combines her role at Silicon Bullet with her Forever Living network marketing businesses and is often to be seen at business networking meetings as she likes to keep busy.
You know what they say: if you want something done well ask a busy person!
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