Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    533 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    94 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

    Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

    To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

    • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
    An error occurred while saving the comment
    Kelly Beveridge commented  · 

    Kelly Munro / Paul Hodges

    Do you have a recent update to address our concerns?

    An error occurred while saving the comment
    Kelly Beveridge commented  · 

    Absolutely agree with this!
    As a work around i switch back to Classic, delete the content in those fields and then switch back over to New. Super annoying!!
    I really hope its changed by the time they remove Classic invoicing.

    Kelly Beveridge supported this idea  · 

  2. Invoicing - Auto send receipt when payment applied to invoice

    109 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    31 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach. 

    As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice. 

    At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future. 

    An error occurred while saving the comment
    Kelly Beveridge commented  · 

    Looks like the function to send receipt has been added! Thankyou Xero!

    Kelly Beveridge supported this idea  ·