Settings and activity
7 results found
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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
407 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 An error occurred while saving the comment 
Gary Young
commented
I have mentioned this several times in various complaints about the new invoicing, BUT has anyone noticed that the new invoicing actually changes what you enter in the description field???
The details are being truncated by removing leading/trailing returns/spaces which means that you cannot format the description to read as you want.
No software should ever change what you have entered - that is just arrogant.Gary Young
supported this idea
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369 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
An error occurred while saving the comment Gary Young
commented
I see all this comments about the white space involved in the new entry - but has no one else noted that what is entered is not what is stored.
I do not know how to get across to everyone that the descriptions entered into the invoice entry screen is altered before it is stored into the database.
This is not something that should ever be allowed.
The entry is removing carriage returns and spaces before any printable characters - this does not allow you to format the way you want to display your invoice. (This applies to description only lines as well as invoice lines.)
This seems to be the only idea that continues to report comments - so once again I shall raise it here, even though it has nothing to do with the terrible new screen layout.An error occurred while saving the comment Gary Young
commented
Is this still going to be the only option from September without fixing all the items that have been raised?
The biggest one as far as I am concerned is that you alter the details that are entered. ie You do NOT take into account any formatting that is in the description. If you are not using stock items, but having to describe the product being delivered to the customer, Xero should not make assumptions about how that should be entered and adjusted based on some pre-conceived inexperienced programmer.Gary Young
supported this idea
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An error occurred while saving the comment Gary Young
commented
The new version still truncates leading/trailing carriage returns/spaces on line item descriptions.
WHY HAVE YOU DONE THIS?
To layout an invoice that shows detailed descriptions for each item on the invoice the lines need to be formatted. You have made an assumption that these characters are not relevant.
You should NEVER change what was actually entered.
Please change this so that the new invoice format can be used. -
7 votes
An error occurred while saving the comment Gary Young
commented
With the new invoicing option, the line item descriptions (when not using a stock item) are changed from what is actually entered. With all the other complaints about the new invoicing, this is being ignored.
I have raised this ERROR in all the other issues regarding the new invoice entry, so decided to raise it as a separate issue.
How can a software company change what is entered?
Basically the software is doing an automatic 'Trim' of all details entered on each line which eliminates the ability of the customer to format an invoice how they want.
That is beyond arrogant....An error occurred while saving the comment Gary Young
commented
With the removal of the classic invoice option and only being able to use the new invoicing option in September, how can you format the item description of an invoice with the way this new function works.
To format it so that it is readable means that it looks very UNPROFESSIONAL with full stops or some other character to ensure that the formatting remains as required.
Can the truncation of the description of spurious characters just be made optional rather than it being forced on everyone?Gary Young
shared this idea
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329 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
An error occurred while saving the comment Gary Young
commented
I could not find anything in Stripe that allowed anything but the full amount of the invoice to be accepted.
How can you allow Stripe to enter the amount to be paid that is less than the invoice amount?An error occurred while saving the comment Gary Young
commented
Stripe settings are controlled by Xero when you link the payment services through, hence you cannot change the payment settings in Stripe to allow for a partial payment. We have set up our invoices so that the deposit amount is shown on the invoice through use of macros in the word setup for the invoices.
This works fine if the customer pays via bank transfer as they pay the amount that is shown. However, if they wish to pay by credit card (through Stripe) Xero does not allow Stripe to accept anything other than the full amount. Just change the settings on the link to Stripe to allow for this to happen and it may solve a lot of issues for many of the users.Gary Young
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2 votesGary Young
shared this idea
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78 votes
Hi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
An error occurred while saving the comment Gary Young
commented
Not only is it necessary for a comment line, but it is essential that the 'New Invoice' option is altered so that it does NOT automatically remove leading/trailing carriage returns, spaces etc. This is what happens currently with the line item description.
Our invoice must clearly define the custom made details of the item being sold.
The 'New Invoice' means we cannot clearly show the item being delivered.
Also please refer to another request that when invoice details are extracted, either to Excel or in the Receivable Invoice Detail Report that these details are extracted in the same sequence as the invoice and include all of the formatting of the line item.Gary Young
supported this idea
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45 votes
An error occurred while saving the comment Gary Young
commented
I agree completely. You need the ability to customise the packing slip in the same manner as the invoice/credit note etc without the need to change the branding theme back and forth. Nor is it appropriate to have the invoice and packing slip in a combined document to be viewed by the customer.
Gary Young
supported this idea
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If Xero DOES correct this issue before the 20th Nov, can you also ensure that you do NOT change what has been entered.
I have mentioned this in several places, but the new version removes any leading/trailing spaces/carriage returns.
This means that you cannot lay out the description as you wish on the invoice.
Why does the software make an assumption that these details are not required.
That is just basic good software design - do NOT change what has been entered because the programmer thinks it may not be what was intended.