Settings and activity
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19 votes
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Sabrina Sherwood
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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
513 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…An error occurred while saving the comment Sabrina Sherwood
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Products & Services - When creating a new item code, and saving the amount to $0.00 so that amount can be entered when creating invoices, it would be great if draft invoices rettained all the information that populates - such as description, account code and tax rate.
At present I am having difficulty saving a new item under Producst & Services with $0.00. Then when creating an invoice for my client to complete, manually entering $0.00 and saving, he opens the draft invoice and the item code is still visible but nothing else.
I have done a work around by making this 1cent - but I don't understand why I need to do a workaround and it feels embarrassing telling a client to remember to update the price because the system doesn't work how we need it to when he pays a lot of money each month.
When creating a repeating invoice and using $0.00 - this retains the account code, tax rate and description. This was ultimately the best work around I could come up with.
Thanks for considering this idea
Sabrina Sherwood
supported this idea
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5 votesSabrina Sherwood
supported this idea
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Products & Services - When using an item code for creating an invoice, it would be great if the seacrh feature didn't seacrh the item code, name and description - or if we could select which way we prefer the search to be conducted. When there are over 50 codes, it means having to scroll for the one we need, even if we have typed the exact item code into the search field - it is never the top hit.
Thank you for considering this