Xero Transitions to New Invoicing System from September

Xero Announces Transition to New Invoicing System with Enhanced Features

Xero will begin transitioning users to its new invoicing system starting the week of 2 September 2024.

  • Transition to New Invoicing System: Xero will begin transitioning users to the new invoicing system on a rolling basis from 2 September 2024, with the classic invoicing system being retired on 20 November 2024
  • Enhanced Features: The new invoicing system includes several enhanced features such as a more detailed audit trail, the ability to address invoices to contact groups and faster, more efficient invoice management
  • Further Improvements: Xero plans to introduce additional features before the full transition, including currency exchange rate settings, better inventory management and improved performance.

Xero users will be gradually switched over to the updated invoicing system. Once defaulted, users will experience the new interface every time they log in. To ease this transition, Xero is allowing users to temporarily switch back to classic invoicing until its retirement at 1pm AEDT on 20 November 2024.

Xero’s new invoicing system has already incorporated several improvements, including a more detailed audit trail in history and notes, the ability to address a single invoice to a contact group, and more efficient ways to manage invoices and contacts. Xero has assured users that they will continue to receive further updates, with upcoming features like currency exchange rate settings, enhanced inventory management, and the ability to record overpayments against invoices.

In the lead-up to classic invoicing’s retirement, users can explore the upcoming changes on Xero’s website and blog, which offer detailed information, resources and previews of what’s to come.

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