Gearing up for a more flexible invoicing solution
The new version of Xero invoicing will soon be replacing classic invoicing. Learn about what’s changing, check out resources to help with the transition, and get a glimpse of what’s coming next.
The new invoicing solution
Our new version of invoicing is a flexible and scalable solution that’s built on the latest technology, so our teams can deliver what you need now and in the future – all so you can send professional invoices and get paid fast. Some of the improvements we’ve already delivered include:
- New email tools and a live, side-by-side email preview
- An optimized email format designed to drive faster payments
- A simplified payment experience with fewer steps for your customer
Xero’s vision: what’s ahead
We’re excited about the future of invoicing, and our teams are already working on the next wave of new functionality aimed to give you powerful customization and automation tools including:
- A reimagined invoice template editing experience
- The ability to invoice for part payments, like deposits
- Smarter, automated invoice reminders
- An improved end-to-end statement workflow, from creation through getting paid
- The ability to add multiple delivery addresses to an invoice
What’s changing
- On 20 November 2024 at 9am NZT, Xero will be retiring classic invoicing, and replacing it with the new version.
- Beginning the week of 2 September 2024 at 9am NZT, we will be defaulting users to the new version of invoicing on a rolling basis. From the time you are defaulted, you will see the new invoicing experience each time you log in to Xero. Some users will be notified at the time and introduced to the new version of invoicing prior to 2 September when they create an invoice.
- Users can choose to switch back to classic invoicing until it’s retired.
- The new version is available now, and is where all future improvements and features will be built going forward. Switch now to start enjoying exclusive new customization features.
Take a look at the new experience
Favorite features and more
Many of the features from classic invoicing are already available in the new version. Here’s just some of what you can find in the new version:
- Add previously invoiced items to your invoice with one click
- Attach files from Xero’s file library to your invoice
- View detailed history and notes, including when the invoice was first sent and the email address the invoice was sent to
- Set draft invoices to be repeating, saving you time on recurring transactions
- Improvements to the layout, making it easier to navigate and tab through fields
- New features like an improved invoice send and payment experience
Stay in the loop
Your guide to new invoicing
Check out this self-paced course to learn about the latest tips and tricks.
Blog: Answering questions about new invoicing
We’ve answered a few of the most common questions about the change.
Blog: How we’re using your feedback
Learn about how our teams are using your feedback to help improve new invoicing.
More about new invoicing
Like any tech company, we need to keep our technology up to date. Our classic invoices are now outdated and we can no longer technically support them on our platform. We believe our new version of invoicing will give you much more flexibility, the ability to customize your invoices to reflect your business and overall, a better experience. The new technology we’re using also unlocks the ability for us to deliver new features faster than ever before, which isn’t technically possible for classic invoices.
Like any tech company, we need to keep our technology up to date. Our classic invoices are now outdated and we can no longer technically support them on our platform. We believe our new version of invoicing will give you much more flexibility, the ability to customize your invoices to reflect your business and overall, a better experience. The new technology we’re using also unlocks the ability for us to deliver new features faster than ever before, which isn’t technically possible for classic invoices.
On 2 September 2024, all invoicing users will automatically default to the new version on every login in Xero. Some users will be introduced to the new version of invoicing prior to 2 September when they begin creating an invoice to gradually familiarize them with the new experience. Classic invoicing will remain available to use until 20 November 2024, 9am NZT.
On 2 September 2024, all invoicing users will automatically default to the new version on every login in Xero. Some users will be introduced to the new version of invoicing prior to 2 September when they begin creating an invoice to gradually familiarize them with the new experience. Classic invoicing will remain available to use until 20 November 2024, 9am NZT.
Yes! We encourage you to switch to the new version now and get familiar with it.
Switch to the new version nowYes! We encourage you to switch to the new version now and get familiar with it.
Switch to the new version nowThe new version is built on a more modern interface with new tools to help you easily navigate invoicing. Enjoy exclusive functionality like a more customizable invoice creation screen to show and hide the fields that matter to you, and one-click workflows so you can go from creating your invoice to sending it in just seconds. View a comprehensive list on Xero Central of new invoicing releases including which features have already been released, what’s coming before classic invoicing is retired, and how the two versions compare.
View new invoicing releasesThe new version is built on a more modern interface with new tools to help you easily navigate invoicing. Enjoy exclusive functionality like a more customizable invoice creation screen to show and hide the fields that matter to you, and one-click workflows so you can go from creating your invoice to sending it in just seconds. View a comprehensive list on Xero Central of new invoicing releases including which features have already been released, what’s coming before classic invoicing is retired, and how the two versions compare.
View new invoicing releasesAs we continue to roll out new functionality, you can learn more about new invoicing at Xero Central by checking out the self-paced guide to new invoicing, which includes some handy videos and how-to tips.
Check out the self-paced guide to new invoicingAs we continue to roll out new functionality, you can learn more about new invoicing at Xero Central by checking out the self-paced guide to new invoicing, which includes some handy videos and how-to tips.
Check out the self-paced guide to new invoicingWe’ve got your back; we’ve created a brand new unicorn in new invoicing!
See the unicorn in actionWe’ve got your back; we’ve created a brand new unicorn in new invoicing!
See the unicorn in action