What’s Changing with Xero New Invoicing and How Can It Benefit You?

On 2 September 2024, all invoicing users will automatically default to ‘New Invoicing’ on every login in Xero.

But you don’t have to wait! You have access to this right now and we encourage you to jump in and switch to the new version straight away, as that’s where all the latest features will live.

However, if you are feeling a little nostalgic or if something is not quite as you hoped, you’ll still have until 20 November 2024 to switch back to classic invoicing.

The Xero team has big plans to continue to add value to the New Invoicing in the future, so lets dive in and see how you can benefit from the functionality upgrade!

Xero New Invoicing Solution: The Future is Here

Imagine an invoicing solution that’s as flexible as your yoga instructor and as scalable as your ambitions—welcome to Xero’s New Invoicing!

We’re excited to share how this game-changing update can help us manage your accounts even more efficiently. Here’s what you can expect:

• New Email Tools: We’re talking live, side-by-side email previews and optimised formats designed to speed up payments. Getting paid just got a whole lot easier!
• Simplified Payment Experience: By cutting out unnecessary steps, we love how Xero has streamlined the process to making payments faster than ever.
• Future Enhancements: We’re eagerly anticipating the powerful customisation and automation tools, like reimagined invoice templates and smarter reminders that make our job—and your life—easier.

Exploring Xero New Invoicing: Features and Benefits

Xero New Invoicing is loaded with features that streamline the invoicing process, making our job of managing your accounts even more efficient.

Here’s how we leverage these tools to enhance your business operations:

• Automatic Invoice Saving: No more worries about losing data mid-process—everything is saved automatically, so we can focus on accuracy and efficiency.
• Bundled Approvals: We can now bundle actions together, saving valuable time and clicks, which means faster approvals for you.
• Credit Limits Enforcement: Easily monitor contact credit limits right from the invoice, helping us keep your finances in check.
• Customisation Tools: With more options for email and invoice templates, along with live previews, we can tailor everything to suit your business style perfectly.
• Enhanced Payment Options: Whether it’s partial payments or deposits, the new invoicing system offers flexible options that work for you.
• Invoice History: Detailed histories and notes ensure we keep track of every change, providing transparency and an audit trail for peace of mind.

This new system is not just an upgrade; it’s a complete overhaul that enhances every aspect of invoicing, allowing us to deliver even better service and results for your business.

New and Classic Invoicing Comparison: What’s Different?

When you stack up new and classic invoicing, the differences are like night and day. While classic invoicing has been a trusty sidekick, it’s time to leap into the future with a system that’s more intuitive, flexible, and efficient.

Your business is growing, and so are your needs. That’s where Xero New Invoicing comes in, armed with advanced tools and automation to keep pace with today’s fast-moving business world.

Key differences include:

• Customisation: It crafts invoices and emails that reflect your unique brand style, adding that personal touch that makes all the difference.
• Automation: Smarter, automated reminders and invoice processing mean less manual work for us and more time for you to rule your business empire.
• Payment Experience: Experience a smoother, faster payment process, which means more ka-ching in your pocket sooner.
• Future-proof: With all future updates and features, you’ll always have the latest and greatest tools, keeping you ahead of the game.

Here’s a quick snapshot of the differences:

Feature	Classic Invoicing	New Invoicing
Automatic Saving	—	✔
Bundled Actions	—	✔
Credit Limits	—	✔
Tax Adjustments	✔	✔
Online Payments	✔	✔
Customisation	Limited	Extensive

Want to dive into the full list of features available in both classic and new Xero invoicing? Click here to explore them all.

Switching to Xero New Invoicing is like upgrading from a trusty old bicycle to a sleek, turbocharged sports car—it’s about speed, style, and efficiency all rolled into one!

So why wait? Make the switch today!

Not on Xero?

Book a call with us today to find out how we can help you make the most of these innovations.

Let’s upgrade your invoicing game together—because who doesn’t love a little boost in efficiency and productivity?