Invoice - Add notes/comments line item
Ability to add 'comment' only lines on invoices that run the full width of all the invoice table boxes.
Purpose: Users often want to add some comments specifically to a client in the line item.
Hi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
Gail Olson commented
I just need a note or comment section at the bottom of the page. That would be perfect for me.
Please do this SOON!
Odette Karsten commented
we need this
Mark Williams commented
I have just submitted this as an issue (and received feedback and direction to this page. I must add my support for this function. Whilst I note the ability to add detailed notes/explanation to the 'description' column, this is not ideal and ultimately ends up using a lot of vertical space in an invoice. Nor does it address the need to make comment on individual items on the invoice.
Nor does it allow for formal notes on works outstanding, works to be scheduled, etc. that most normal service provision businesses require.
PLEASE make this a priority. The inability to adjust your invoice template to individual business needs is likely to see businesses like mine looking elsewhere for accounting packages.
Carla Bierhuizen commented
Please consider putting a 'Notes' section on the invoice. We always need to add notes to our invoices and found this was a useful function that MYOB offered. Thank you.
And then you need to make the 'terms' field in Quotes available in advanced templates!!!!
What upsets me most now that I have discovered it, is that this function is already implemented in the Quotes section as a 'terms' field. Why can't it be set up exactly the same with a 'notes' field in the Invoicing section?
COME ON XERO
Megan Sweeney commented
I think the biggest issue from my perspective is that important information is lost in the body of the invoice instead of shown on the header with the invoice number etc.
A client of mine includes an invoice number, their reference, and the customer reference. They're able to include all the information in Sage, and QBO would also be able to accommodate this as it allows for multiple references.
They also send invoices for the same client to different contacts/bays, so a memo/notes section which can be displayed in the header of the invoice would allow for these different contacts to be added. This is also a function that Sage/QBO supports, and it's a shame Xero can't match this.
The client would really like to move to Xero, but this is such an integral part of their invoicing that they won't move until this is fixed.
100% agreed with Conan. C'mon Xero please fix this really basic thing. We really shouldnt have to plead with you for such a basic fix. I know devs that would have this implemented in an hour.
A simple 'Notes' field that can be put in an advanced invoice and quotes template would suffice for this request. It would tidy up the invoice layout. Examples attached. Imagine having multiple lines of products then a gap. Looks stupid.
Come on, this is an easy fix!!
Southland Locator Beacons commented
It should have been there from day one, easy to do on MYOB I might have to cahange back
@Paco R this isnt quite whats really being asked for, we want a non-line item field. Like Quickbooks, where notes can be put.
Paco R commented
This is already implemented. "A line item with just a description (i.e no unit amount or quantity) can be created by specifying just a Description element that contains at least 1 character (max length = 4000)"
How is it, in the year of our lord 2022 that we do not have a basic client visible notes field for invoices?
As Gary Porter said, its an embarrassment that this hasnt been there from day 1. Stop talking about it, and add it.
Gary Young commented
Not only is it necessary for a comment line, but it is essential that the 'New Invoice' option is altered so that it does NOT automatically remove leading/trailing carriage returns, spaces etc. This is what happens currently with the line item description.
Our invoice must clearly define the custom made details of the item being sold.
The 'New Invoice' means we cannot clearly show the item being delivered.
Also please refer to another request that when invoice details are extracted, either to Excel or in the Receivable Invoice Detail Report that these details are extracted in the same sequence as the invoice and include all of the formatting of the line item.
Lauren Turnbull commented
Adding a comment line on a sales invoice would be perfect. Annoying that you have to use the item line and it come out with the VAT rate and unit price etc which is going to be zero all the time.
Lisa Standing commented
Surely this is quite an easy add on to invoices and will help us tremendously.
Fanni Fodor commented
This feature would allow me to go fully paperless.
Unfortunately other note options doesn't fix my problem. When you search invoices in bulk view and just see the description and the amount, due date and the photo. other notes can't be viewed without opening the individual invoice which is an extra time. As opposed to opening just a photo takes no time and you already have the relevant information + the invoice to give you the full picture of the story on what happened to that invoice.
Please consider this feature, it's vital if Xero would like to keep up with the new generation's way of accounting.
Gary Porter commented
Stop this stupid voting and kindly just get it implemented. It should have been there from day one.