Settings and activity
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8 votes
Samantha Young
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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 Samantha Young
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9 votes
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226 votes
An error occurred while saving the comment Samantha Young
commented
Please allow customisation ASAP as it does not look professional when my email is across 2 lines as is my title.
Samantha Young
supported this idea
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38 votes
An error occurred while saving the comment Samantha Young
commented
Can all employees access the leave overview calendar?
This was an idea from Christine Irvine and I think it's so important. I'm in exactly the same boat and I think it would be great if this feature is available.
We try to limit annual leave to one person at a time as we are a small business, however the employees can't see the overview calendar showing everyone's time off.
Is there some way they can do this? If not is there any plans to allow employees to see when others are on holiday?
Samantha Young
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38 votesSamantha Young
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25 votesSamantha Young
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50 votesSamantha Young
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In the Classic invoicing, my invoice can have lines which does not have any quantity or price allocated to it but it provides general information about the work that I have completed. Refer to screenshots.
In the new invoicing, there must be value in the Qty. and Price field. If you do not put anything on it, in the pdf version of the invoice, it will come up with Qty.~Units = 1.00; Rate~Price = 0.00.
Referring to the draft invoice that I've prepared in the "New invoicing method", there are now Qty.~Units of 1.00 and 0.00 along with the Price~Rate of 0.00 in the lines where previously, there were no details/information showing in those fields.
To negate this issue, I need to keep preparing my invoices in "classic invoicing" until this is resolved. Otherwise, I would need to print to pdf and then using my pdf Editor, remove each of these lines where there is no value because my clients would be querying why is there so many $0.00 rates on each line.
This would be extremely frustrating if this isn't resolved in the new version since it is being available in Classic.
You will also note that I can add work completed on client's jobs by using the Item Code when preparing the invoice. However, I may not necessarily charge them individually for those jobs, since I generally charge an agreed price for total work. I add these items so that the Client can gauge how much work/service is being provided for that invoice amount.