Sales invoice - Include inventory item details in billable expense
When creating an invoice for a customer and applying the “items” that were assigned to the customer it would be very helpful for Xero to apply all of the relevant information that was entered for the item to the invoice. Such as sales price, revenue account etc. Currently the billable expense information that is applied is the “cost price” only, which is not relevant on a customer invoice, and you must set the revenue account for each line item. All of the information is already entered in the inventory for the item.
Kenneth Fraser
shared this idea
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Tom Osmaston
commented
Of course you require the Revenue account to be pulled through with each item selected. You have already decided the acccounts for the item when you set it up in the first place. Why take away the information already added?
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Steve Pearson
commented
Creating a link from the customer invoice back to the billable expense would also be incredibly useful!
(This is one feature that Quickbooks has that Xero doesn't!) -
Steve Pearson
commented
When a billable expense is added to an invoice, the Item Code (if there was one), the Description and the Purchase Price are populated on the invoice line. (Note: at the time of writing, this does NOT work properly in new invoicing, but fine in classic invoicing!!)
It would be much better, and save time, if at this point the Item Code was checked against the Products and Services list, and if a match is found populate the invoice line from the Products and Services record with the Sales Price rather than the Purchase Price, and also the Account and Tax Code.
I'm aware that if you simply reselect the Item Code on the invoice line then this info is refreshed, but it makes so much sense to do it initially, saving time and reducing the risk of an incorrect price being charged to the customer.