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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.

78 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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. 

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  • David Parrott commented  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    Surely this is quite an easy add on to invoices and will help us tremendously.

  • Fanni Fodor commented  ·   ·  Report

    Hi

    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.

    Thanks
    Fanni

  • Gary Porter commented  ·   ·  Report

    Stop this stupid voting and kindly just get it implemented. It should have been there from day one.

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