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5 time-saving options unique to new invoicing


Do you know there are two variations of invoicing in Xero? There’s the unique ‘basic’ invoicing expertise and ‘new’ invoicing. New invoicing is the up to date model with a refreshed design, new performance and lots of the options you already know and love from basic.

New invoicing has come a good distance since its preliminary launch and we’re happy to have launched a number of enhancements you gained’t see in basic invoicing. Listed here are 5 options you should use to unlock much more time-saving worth from Xero.

1. Your work auto-saves as a draft

We’ve all been there: you’re drafting an bill and abruptly the telephone rings — you later realise you have been mid-way by means of an bill that you just’ve now misplaced.

With new invoicing, there’s no want to fret about shedding your work whereas multitasking. So long as you’ve added a contact to an bill, your work will robotically save each few seconds.

Screenshot of new invoicing in Xero showing the autosave feature

2. You possibly can profit from e-invoicing 

E-invoicing (out there in Australia, New Zealand and Singapore) is a method of digitally exchanging invoices with different companies immediately by means of software program techniques, making the entire course of sooner, safer and extra environment friendly.

As a substitute of sending the bill by way of e-mail or PDF attachment — which have the potential to be tampered with — e-invoices are despatched securely into your clients’ or suppliers’ accounting software program.

Within the present cybersecurity local weather, e-invoicing’s safety features make it a no brainer. As extra companies and authorities businesses undertake e-invoicing, we count on it to develop into a worldwide greatest observe customary and a pure a part of the cloud accounting course of.

You possibly can solely discover this performance in new invoicing. So earlier than you join e-invoicing, ensure you’re utilizing new invoicing in Xero.

Screenshot of new invoicing in Xero showing the send as an eInvoice feature

3. You possibly can full a number of actions on the identical time 

In new invoicing, now you can full a number of actions whereas approving an bill. The ‘Approve’ button from basic invoicing turns into ‘Approve & e-mail’, and the dropdown menu now affords a number of choices to select from. You possibly can ‘Approve and add one other’, ‘Approve and get hyperlink’ and ‘Approve and print PDF’ multi functional click on.

These choices assist take away clicks and velocity up your workflow, so you possibly can spend much less time on guide duties and extra time doing what you like!

Screenshot of new invoicing in Xero showing the Approve and email feature

4. You possibly can apply credit score limits to common clients

Credit score limits encourage clients to pay their excellent invoices sooner, enhancing your money stream and decreasing the chance of dangerous debt. 

In the event you’ve already set credit score limits on your clients, return and assessment them to ensure they’re applicable on this present financial local weather. It’s additionally a good suggestion to assessment your cost phrases and tighten them up the place you possibly can (for instance, decreasing them from 30 days all the way down to 7 or 14 days), significantly for brand new clients or those that constantly pay late.

Screenshot of new invoicing in Xero showing the credit limit feature

5. You possibly can add new contacts and stock gadgets on the fly 

New invoicing lets you add a brand new buyer or stock merchandise from inside an bill. The shopper or merchandise is then saved to your contact checklist or stock. So in case you’re invoicing a shopper for the primary time, there’s no have to set them up as a brand new buyer within the ordinary method — it may be executed on the fly to save lots of you treasured time.

Screenshot of new invoicing in Xero showing the contact feature

Why not give it a attempt?

In the event you haven’t given new invoicing a attempt or it’s been some time because you checked it out, now is a good time. After all, we’ll hold you up to date as extra options are rolled out. Within the meantime, you possibly can tell us what different options you’d prefer to see in new invoicing, in Xero Product Concepts. We’re all the time listening and right here to assist in case you want a hand.

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