Settings and activity
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440 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.
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Samantha Young
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26 votesSamantha Young
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662 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.
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
445 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
commented
Has there been any further update to this matter? I keep having to switch back to Classic Invoicing as it's too time consuming in the New Invoicing to do multiple invoices and I have to keep pasting and copying the information through.
In a way, it's great that there are new features and functions in the New Invoicing but Xero must understand that when you provide us with something that works and you take it away, it is not looked upon favourably...
I hope you will seriously consider this and enable us to use a method which will allow us to use pre-defined fields. I also use this field to analyse the type of work I have provided and costs associated with it too...however, the convenience of having pre-defined blurb is so good in the Classic Invoicing.
An error occurred while saving the comment Samantha Young
commented
Hi Kelly,
Thanks for your comment but this still does not help my situation as it would mean that I would need to write out or copy and paste from a saved template the work that I have completed for my client so that the system recognises that it's a "description only" line and thus, not include "financial" information.
I just don't know why you would change something that works well for many of us and require more time, energy and effort to make sure that our invoices provide sufficient information to our clients so that they are happy to pay us.
To the product team, please help and correct this issue so we can continue to use the product as we have been doing in "classic invoicing".
I hope that you will seriously consider this matter...I can see with the car detailing invoice, this would impact their business process like mine.
Thanks in advance.
An error occurred while saving the comment Samantha Young
commented
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.
Samantha Young
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9 votesSamantha Young
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9 votes
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240 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
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39 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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39 votesSamantha Young
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27 votesSamantha Young
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52 votesSamantha Young
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I added a comment back in November 2024 so I believe this is extremely important to get sorted before the old invoicing is off.
New Invoicing -Option to Add Multiple New Lines at once (5, 10, 15 or 20)
When using Classic version of invoicing, there was an option to Add a new line and then a drop down option to Add 5, Add 10, Add 20 lines.
In the New version of invoicing, this option seems to have disappeared?
Please provide this option if this has not already been provided. I can only seem to add a new line after entering the first line of information.
I found the Add 5 and Add 10 lines really helpful when I'm copying similar job items down a list than having to tab across to get to the next line when I was preparing sales invoices.
Thanks.
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/49072613-new-invoicing-option-to-add-multiple-new-lines-at