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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

When choosing item code and description, I want the ability to leave the rest of the fields blank. Classic invoicing had no problems with it. The new invoicing wants to populate QTY, UNIT PRICE and AMOUNT. Makes the invoice look unappealing.

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Amy La shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

  • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax rate.

Work required to enable inventory only description lines is deeper than the surface of invoicing itself. The teams required to develop this are very much across the idea here, and would like to dive deeper into this but it's not in our pipeline just at this point. We'll be sure to keep you updated if this work is picked up. Thanks for your engagement.

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  • Kathy Arras commented  ·   ·  Report

    This is so important to our business. Really need this back. As far as "improvements" go we can do without them thanks.

    Only improvement I would suggest is the ability to insert a line further up the invoice once it has been itemised. Sometimes us mere mortals do forget to add something and I am sick of re-entering the item codes from the bottom up to insert a line further up where that item is required to be.

  • Phil Allen commented  ·   ·  Report

    Agreed - we use it for additional information such as project reference, client PM etc without which payment will be delayed.

  • Denise Wilson commented  ·   ·  Report

    Agree - I use this on every single invoice.

    It really is a Critical Feature.

  • Caroline Walliker commented  ·   ·  Report

    This is absolutely essential for our business!! Please allow description only!

  • Hayley Hall commented  ·   ·  Report

    Agreed, this is also imperative to our Business - A text field-only option, like 'Classic Invoicing' please.

  • Amanda Key commented  ·   ·  Report

    This is imperative to our business. We need test lines only too.

  • Craig Millett commented  ·   ·  Report

    Yes, make it a TEXT Field only with nothing else please!

  • Fiona Masters commented  ·   ·  Report

    Be able to have on inventory items the ability to not have a cost against them. The old system allowed that but the new system does not. EG we want to have the line on every invoice 'To re-fit all parts removed and new parts where needed' On the old system we could have it without any units or quantity. It is just a general line. It is counted as a task rather than a specific quantity.
    I can get round it but have to manually write it in every time! Please see invoices below. 1 old style, 2 manual, 3 new style

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