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New invoicing - Add lines button

New invoicing - bring back 'add new line' button and dropdown +5/+10...
This is an existing feature on classic invoicing, why would you drop it!

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Rochelle Devlin shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, we've now released a new line item grid within invoicing. There are a few changes that come with this release, with the most relevant for you here being the ability to manually add rows to your invoice. 

While you can still tab through to create a new row, you'll also have the option to click the Add row button to manually add and move blank rows within your invoice. 

I do want to note, that though you can move blank rows within your invoice, blank rows will be removed when you save the invoice (this is the same behaviour as classic). If you'd like to retain these rows once saved you'll just need to add a character within the Description field for example '.' or '|' will ensure the line is saved with the invoice. 

We understand there is still some appetite for being able to add multiple blank rows at a time, this isn't possible with this release however the product team are still interested in the interest for this and you can join and support an idea for this, here. Thanks for your engagement with us through this idea.

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  • Anthea Davis commented  ·   ·  Report

    I could not agree more - The flexibility to add lines in classic invoicing means I haven't switched to new invoicing format as it drives me insane that this function is missing.

  • Jim Morris commented  ·   ·  Report

    @Elise Edwards - You have to fill in some of the info in the last line and it then automatically adds another line.

    However, you then need to put data in the quantity and/or unit value fields of the new line or it deletes the new line again.

    It is a really stupid change IMO. Classic has an "Add line" button to add as many lines as you like, without auto deleting them again if they were blank for any length of time, which worked perfectly fine previously.

    This is a classic example of change for change's sake, that does nothing to improve the UI and actively makes using the UI harder.

  • Elise Edwards commented  ·   ·  Report

    How do I add a new line on new invoicing?? Surely we cant just have 2 lines and thats it? What a ridiculous system? I have some invoices that have up to 20 items on. How am I supposed to add these now?

  • Adela Albornoz commented  ·   ·  Report

    This is one of the reasons I have been avoiding the switch to New invoicing. It takes too long to add each line individually. Why would they take this feature away, it doesn't make any sense.

  • Meg Scowcroft commented  ·   ·  Report

    THIS IS EXTEMELY CRITICAL. we are paying for a service because it works for the business ....why take such a "basic" important feature away?? New invoicing should be an improved function - now we are becoming time frustrated

  • Michael Winkler commented  ·   ·  Report

    I agree. It's a critical feature for us. Very surprised they've removed it!

  • Donna Stuart commented  ·   ·  Report

    We have to detail every item on a lot of our sales invoices sometimes on a big job that can be 10-20 lines some customers demand to see the items used, which is correct by law, how am i supposed to do this now XERO? Absolutely ridiculous!!

  • Annie Thorne commented  ·   ·  Report

    Adding my support to this request - being able to add lines is pretty much critical for me.
    It seems utterly ludicrous that Xero have removed so much quite basic functionality is this "new' version.
    Crackers.

  • Yazz Bhatti commented  ·   ·  Report

    It would be interesting to talk with the people who designed the new invoicing system interface and ask them why they would change the interface so much by removing existing functionality?

    Users would easily move to a newer system as you're changing the underlying api's to move to a better more expandable and efficient system right?

    Well, if that is the case, why have your developers ignored users by removing existing functionality or changing it to the point where it is no longer user-friendly.

    Users will resist change - especially if that change is going to increase time to perform a task. The person in charge of the UI needs to be sat down and spoken with.

  • Rowan Dawson commented  ·   ·  Report

    Can you have a Drop down with "copy to new line" and add all the previous information to new line.

    Often information is the same from line to line except for the date or quantity.

  • Admin FES commented  ·   ·  Report

    Add the ability to insert a line anywhere in the invoice body if an item is forgotten and the invoice is complete, We can easily add it without moving it from the bottom.

    A lot of people ask for that in different posts, BUT Xero doesn't want to hear our request.

  • Jane Mitchell commented  ·   ·  Report

    Just tried the new invoicing and as this option was missing and have reverted. I've been advised they have a plan, just hope it's in place before they switch off the old invoicing!!

  • Trevor Lowe commented  ·   ·  Report

    Can it be done in then new invoicing? Just went back to the classic for now

  • Rae Thompson commented  ·   ·  Report

    Please bring the add lines into the new invoicing process

  • Kathy Arras commented  ·   ·  Report

    Also the ability to insert a line in the body of the invoice would be great. This for me makes sure all items relating to the same process are together if one item gets forgotten and the invoice is complete. If not, I am having to redo the invoice from the bottom back up to where I want to insert the item.

  • Anishta Pillay commented  ·   ·  Report

    Better yet, let us continue using the classic invoicing!!!!

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