As of 2 September 2024, Xero will retire the classic version of its sales invoice. While Xero has been offering both classic and new invoicing options for some time, they have decided to focus their attention on the new invoicing system moving forward.
Switching over to the new invoicing system is easy. When accessing classic invoicing, you’ll see the option to switch, as shown below;
The new version, shown below, is much more streamlined;
New invoicing features include:
- Auto Save to Draft: Never worry about losing your work with automatic saving features.
- Streamlined Approval and Mailing: Approve and mail invoices simultaneously for increased efficiency.
- Customisable Fields: Easily show or hide fields based on your specific needs.
The features to follow the new invoicing update before the classic invoice retires are as below:
- File Attachments: Attach files directly from Xero’s library to your invoices.
- Data Transfer: Copy information from invoices to other documents like quotes for quicker processing.
- Enhanced Tracking: View detailed history and notes, maintaining a clear audit trail of changes made and by whom.
- Contract Group Sending: Send invoices to designated contract groups.
- Preview Accuracy: Ensure accuracy with detailed previews before sending invoices.
This is just a glimpse of the many features offered by the new invoicing system.
If you would like to know more about this or have any other queries with Xero, please do not hesitate to contact the Plus Advisory Team.
Author: Debbie Marriott, Xero & VAT Advisor @ Plus Accounting
Contact me on 01273 701200 or email debram@plusaccounting.co.uk
Date published: 26 February 2024