Sales - Search for Invoice by Description
This is NOT a duplicate of https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961124-global-search-search-items-by-description.
I am suggesting that within the Invoicing section of Xero, where a Search can be initiated, a checkbox is required that will "Include Description" - allowing customers to search for an invoice by the contents of the description field.
I understand the performance impact on the overall system of putting this feature in the "Global Search" box, hence my suggestion to make it an "Optional" search via checkbox.
Because the invoice reference field was reduced to 255 characters (https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/49018595-new-invoicing-remove-255-character-limit-for-ref), this would be the only way to be able to find an invoice relating to a particular serial number.
Darryl Hunter
shared this idea
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James Davidson
commented
Yes please, we have no other way of searching to see if a particular domain name has been previously billed to the client, and when without being able to search the description of the invoice lines. I am very surprised this is not already a feature, there are other software providers that have this as default in their normal search, and it is fast.
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Melanie Jenkins
commented
We would like to be able to search descriptions or item number. If we quote a customer for a particular part or send a PO for a part we would like to be able to find that quote / PO when we don't always have the other info necessary in the search field.