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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.

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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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  • 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

  • Andrew Syme commented  ·   ·  Report

    Also need the extra fields to be available to DOCX templates.

  • Christine Shanks commented  ·   ·  Report

    Sales Invoices Additional Line Level Text Field (2nd Description field)

    For businesses that need to record the date, reference (work order/docket number & job number) and also the full description of the items purchased for each line item as opposed to issuing separate invoices for each sale to that same customer through out the month.

    For example: Trucks pick up materials from the local quarry daily. The driver provides a work order that is sent to the office for invoicing. A draft invoice is created and each work order is added as line on the invoice until the invoice is approved and sent at the end of the month, resulting in one invoice per month instead of one invoice per work order.

    Currently all the details have to be entered into the description field which means the descriptions end up being very long. And if they are using Items then they have to edit the text to add all the required detail.

    It is also difficult for the receiver of the invoice to match items purchased to their customer jobs for on-billing.

  • 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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