Invoicing - Edit Item Code without changing Description, qty or price
When copying an invoice, we need to be able to copy and paste in the item code without it deleting all of the description, qty and cost.
You can do this in classic invoicing, but when you do it in the updated invoicing it removes all the data on the line.
Ellie Pollard
shared this idea
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Robin Oldham
commented
When adding a product to an invoice line it should not overwrite, or prompt to keep, existing descriptions, quantities, prices, etc (the other fields on that line).
Currently if you have an existing line and go to add a product it replaces any text, prices, tax, etc on that line item. Sometimes we want to adjust a product without that happening.
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Fiona Waller
commented
Hi Xero,
I’m experiencing an issue when adding Item Codes to draft invoices. When I enter an Item Code, Xero automatically overwrites the existing Description field with the saved item details. However, in my workflow, I often need to enter a custom description first and then add the Item Code without losing my original text.
Currently, even if I edit the item in Products and Services and leave the Description field blank, Xero still replaces my custom description with an empty field. I have tried manually entering the Item Code, but it either auto-fills or deletes the text I’ve typed.
Is there a way to add an Item Code to an invoice without overwriting the existing Description? If not, could this be considered for future development as a setting or option?
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Lee Hoskin
commented
Editing an invoice is painful. Can we have the ability to insert lines?
Also can we adjust the Products & Services without loosing all the information on that line? -
Lee Hoskin
commented
When editing an invoice and you change the Products & Services, all the data in that line is erased. Why? Having to copy and paste info beforehand is time consuming and unnecessary.
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Jean Marc Zanni
commented
When editing an Invoice or a Bill Containing Products, The form have the Very bad feature of automatically resetting the Qty to 1... causing all kind of error.
Sometimes we have to update an Invoice, a purchase order or a bill to reflect business changes. When you do that, the form automatically resets the QTY to 1 and the Reset the discount to Customer default and does not show you it was done. So mistakes are being made...
If you feel the need to do so, at minima, the page should highlights the modified numbers to give us a chance to correct it.
I am tired of having to change what Xero keeps changing for me... QTY is not related to the product. Nor is the discount. LEAVE THEM ALONE