Settings and activity
3 results found
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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
526 votesHi 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…
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Tina Walker
supported this idea
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An error occurred while saving the comment Tina Walker
commented
The ability to add description lines with specific item codes with no quantity allows us to customise invoices and improve readability for our clients.
We also use these fields in our data warehouse to analyse data. Without description fields, we would need to amend and extend our item code list significantly. Adding this feature from classic invoicing will negate this need.
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11 votesTina Walker
shared this idea
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8 votesTina Walker
shared this idea
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Thank you Kelly for the confirmation.
Item numbers are used by our organisation for description only lines for 2 purposes.
1. Template information on invoices.
2. Power BI/data warehouse analysis of our data. 'Non-financial' inventory items are used to capture high-level data regarding clients (client name, project, staff member etc). Not allowing this will require us to reconfigure our item numbers to capture more data within one field, if the text string allows. Being able to use inventory items for non-financial data is facilitating a cleaner data set for better PowerBI analysis.
Allowing the inventory items to be 'non-financial' would be beneficial with a non-mandatory quantity and unit price.