Settings and activity
29 results found
-
New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
-
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
473 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…
Jordana Gray
supported this idea
·
-
-
268 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Jordana Gray
supported this idea
·
-
705 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.
Jordana Gray
supported this idea
·
-
24 votes
Hi everyone, while we still have more changes planned in this space I wanted to fill you in on the more recent changes in this space.
We have now added the ability to view the email an invoice was sent to in history, as well as adding timestamps for more insight into when an event was made.
An error occurred while saving the comment Jordana Gray
supported this idea
·
-
5 votesJordana Gray
supported this idea
·
-
381 votesJordana Gray
supported this idea
·
-
170 votesJordana Gray
supported this idea
·
-
68 votes
An error occurred while saving the comment Jordana Gray
commented
Yes, for invoice file attachments this would be very helpful. Instead of 'Invoice INV-XXXX' we could customise it to have our company name in it.
Jordana Gray
supported this idea
·
-
17 votes
An error occurred while saving the comment Jordana Gray
commented
Other systems we use have this option when a user is deleted: you can allocate all their tasks to another employee. Very useful! See image for an example.
An error occurred while saving the comment Jordana Gray
commented
YES! This is very frustrating, especially for a company that uses repeating invoices frequently. We recently had an employee leave and now all their repeating invoices are showing up as drafts. Manual fixing them all is going to require a lot of work. If I had of known, I would not have deleted their Xero account just to save all the time and energy.
100%! It's good to know that something has been changed/edited and by who but it would be so much more helpful to know exactly what has been changed. So far it seems that the only changes you can see are the total invoice amount and the contact name.