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

    445 votes

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    76 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks 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…

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    Kelly Beveridge commented  · 

    Kelly Munro / Paul Hodges

    Do you have a recent update to address our concerns?

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    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

    88 votes

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    28 comments  ·  For small businesses » Business features  ·  Admin →
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    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. 

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    Kelly Beveridge commented  · 

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

    Kelly Beveridge supported this idea  ·