Sales invoice - Option to add a new line between existing lines
Hi Community, we need to have the option to add a new line between the invoice instead to go to the bottom part of the invoice to create it, and then moving it where we need it, many times I need to add a line in a large invoice but to make it, I need to go down to the bottom part, add a blank new line and move it where I need. If we can just make right-click and add a new blank line where we need it, it will be easy to create or amend an invoice.
Thanks for sharing, Jose. While not a complete solve for what you're asking here - atm, once you add a line you can then move this to wherever you'd like it to sit in the invoice.
Just drag & drop from the 6 dots in far left column ij the new invoice experience. 🙂
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Helen Shadbolt commented
Alas drag and drop does not work on an ipad. Even having a '+' between two lines that can be clicked to add a line - similar to adding lines to tables in other software.
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Rebecca Fox commented
Can there be an option added to add a new line anywhere in the invoice screen? Rather then having to go down to the bottom of the screen and drag up to the position where we want it to sit?
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Roxanne Ristevski commented
Is it possible to create the "add line" feature to add a line at any part of the invoice as opposed to scrolling down to the bottom of the invoice, adding line, then having to drag new line to where you want it in the invoice. I have a number of line items on my invoices and find this step quite consuming. Whereas having the functionality to be able to add a line to wherever you are on the invoice, I can continue to work down my invoice without the scrolling and dragging of up and down.
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Ange Brooks commented
This would be much better. I have recently moved to Xero from Sage and am finding this very frustrating.
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Carolyn Taylor commented
If this issue was first flagged over a year and a half ago, and it still hasn't changed, I'm getting really fed up with Xero!
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Kathy Arras commented
The abillity to insert a line while invoicing would be a great time saver.
Rather than having to add a line at the bottom and redo the invoice from the bottom up to where you want the new line.
For us this often happens as we build an invoice from data provided through timesheets, jobsheets etc as we may have to add an item code into the relevant area of the invoice.
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Michelle Poulton commented
we often have very large invoices with pages of sales lines and can be quite time consuming when needing to add a new line in between existing ones
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Sharelle Gregory commented
Hi Kelly,
When you have an invoice that is hundreds of lines long dragging from the bottom is so time consuming. To be able to add a column where it is actually needed by right clicking would be so helpful. -
Pete Eastwood commented
Yes please - I spend far too much time doing this mindnumbing insertion process.
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Jose Barrera commented
Hi Community, we need to have the option to add a new line between the invoice instead to go to the bottom part of the invoice to create it, and then moving it where we need it, many times I need to add a line in a large invoice but to make it, I need to go down to the bottom part, add a blank new line and move it where I need. If we can just make right-click and add a new blank line where we need it, it will be easy to create or amend an invoice.
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Helen Shadbolt commented
+1 Adele - it is a complete drag (excuse the pun) to drag lines up from the bottom. Our invoices can be 4 or 5+ pages long, and this also doesn't work on an ipad which is the primary device for some (which means I then have to log onto computer to drag a line up for them).
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Luke Abbott commented
Would value this change in relation to manual journals as well as I always believe it is good practice to have well organised and structured journals.
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Carey Tuohy commented
The ability to insert a row amongst existing rows of an invoice or quote instead of adding to the bottom of the table and having to drag it up to where it needs to be. This will be particularly useful for large invoices with multiple jobs within them that have been saved in 'draft' format and items such as client changes / additions are been added to them at a later date.
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Geoff Tremayne commented
This would make life so much easier and less frustrating. I know its do able as many other accounting programs have this ability
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Geoff Tremayne commented
To have the ability to insert a new line into a long invoice with the click of the mouse instead of having to drag a new lines up several pages to the required position.
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Adele Robb commented
Thank you, Carla! This works perfectly :) Really appreciate your feedback.
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Carla Lee commented
You can drag the line up to where you want it, from the 4 dots on the left hand side. Not ideal maybe but it achieves the desired result.
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Adele Robb commented
currently only allows you to add lines at the bottom