Settings and activity
11 results found
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28 votes
Helen Shadbolt
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172 votes
Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂
Helen Shadbolt
supported this idea
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223 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
An error occurred while saving the comment Helen Shadbolt
supported this idea
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473 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Helen Shadbolt
supported this idea
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New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
474 votesThanks 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…Helen Shadbolt
supported this idea
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707 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Helen Shadbolt
supported this idea
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32 votes
Thanks for sharing, Jose. While not a complete solve for what you're asking here - atm, once you add a line you can then move this to wherever you'd like it to sit in the invoice.
Just drag & drop from the 6 dots in far left column ij the new invoice experience. 🙂
An error occurred while saving the comment Helen Shadbolt
commented
Alas drag and drop does not work on an ipad. Even having a '+' between two lines that can be clicked to add a line - similar to adding lines to tables in other software.
An error occurred while saving the comment Helen Shadbolt
commented
+1 Adele - it is a complete drag (excuse the pun) to drag lines up from the bottom. Our invoices can be 4 or 5+ pages long, and this also doesn't work on an ipad which is the primary device for some (which means I then have to log onto computer to drag a line up for them).
Helen Shadbolt
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3 votesHelen Shadbolt
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78 votes
Hi team, thank you for all your feedback. We're in the process of developing the edit view of the line item grid within new invoicing and will be incorporating the ability to manually add a row and the ability to move blank rows within the invoice. Once released blank lines will be able to be saved within the invoice so you can separate lines or groups of lines as you need. I'll keep you updated on when this goes live.
Helen Shadbolt
supported this idea
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23 votes
Thanks for continuing to share your feedback on new invoicing and your needs in increasing the description field. As mentioned in my last update, currently each line of your invoice can contain up to 4,000 characters within the 'Description' field.
Though we don’t have immediate plans for extending this, our product teams have started some more research to get a deepened sense of our invoicing users for future improvements. If you'd like to share further feedback we'd love to hear from you, through our survey here.
Helen Shadbolt
supported this idea
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An error occurred while saving the comment Helen Shadbolt
commented
This is going to become extremely inconvenient when old invoicing is turned off, as I often duplicate previous invoices. Any new invoices created in old invoicing won't be able to be saved and I will have to get someone in the office to split content onto multiple lines as I can't drag and drop lines from an ipad. Not sure why there needs to be a character limit?
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41 votesHelen Shadbolt
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Agreed - this placement has also led to draft invoices being sent to customer before completed. Also if not super careful when scrolling all the way to the top on a long invoice when using an iPad, it can inadvertently go ‘back’ to previous screen, losing work.