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New 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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under review  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't have any solid plans for changing this right now we will keep the idea under review, and share if there's any change planned.

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  • Michael Warwick commented  ·   ·  Report

    Thanks Kelly, good to know that part of the old functionality is still availble. So now three useful options exist for you at Xero, 1. allow that item code is not in itself financial, 2. add the ability to insert boilerplate text in another way, 3. allow old invoicing to continue indefinitely until new invoicing reaches equivalent functionality. If you want to stick with "no solid plans" then it would be good to announce that the removal of old invoicing will not be forced any time soon (i.e. option 3).

  • Georgia Brabbin commented  ·   ·  Report

    More Freedom needed when creating templates - either Xero standard ones or the Doc.x files - not being a Line Item total, whilst at the same time having the choice whether to show a unit price, and a quantity separately and not together.

  • Tina Walker commented  ·   ·  Report

    The ability to add description lines with specific item codes with no quantity allows us to customise invoices and improve readability for our clients.

    We also use these fields in our data warehouse to analyse data. Without description fields, we would need to amend and extend our item code list significantly. Adding this feature from classic invoicing will negate this need.

  • Tammy McKenzie commented  ·   ·  Report

    I AGREE WITH THE ABOVE. WE REQUIRE SOME LINES TO BE BLANK.

  • 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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