Settings and activity
6 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
513 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…
Melanie Annetts
supported this idea
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An error occurred while saving the comment -
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189 votes
An error occurred while saving the comment Melanie Annetts
commented
10 Years?! Honestly this idea has been floated about for 10 years and nothing has been done about it! Yet time and money has been spent changing the invoice system (to no improvement - actually it's a lot worse!)
How many price increases in 10 years? Yet a simple basic requirement can not be implemented! A second reference for purchases is not a new thing - it's how we tie our purchases to the relevant sale and have done for years. Our very outdated Sage system managed this beautifully!
XERO's lack of response to these product ideas demonstrates that it's just a gimmick to make us feel like our imput matters - it doesn't!
An error occurred while saving the comment Melanie Annetts
commented
This is a basic accounts package function and a real big problem. As a function on the invoices side why has it not been implemented on the bills side.
Also what is the point of this product ideas page if no one from XERO acknowledges them?
I am seriously regretting moving from my previous package and paying a product that is definitely sub standard!Melanie Annetts
supported this idea
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715 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Melanie Annetts
commented
Still no updates from XERO on the programmes poor handling of credit notes and what they intend to do about it! I don't want pretty looking reports I want an accounts package that works as an accounts package should with the basics!
No update on this thread since 2022 and no response at all on the following thread https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46674505-batch-payments-ability-to-include-credit-notes
There has to be a simple solution to this surely! So much time wasted and remittances sent to supplies are nonsensical! -
828 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Melanie Annetts
supported this idea
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170 votes
An error occurred while saving the comment Melanie Annetts
commented
As this is a function for customers (after some time!) I don't understand why it can't be an option for suppliers!
We are given limits from our suppliers and it would be good to see when these limits are exceeded! Surely this is just another basic accounts package function that XERO is missing!Melanie Annetts
supported this idea
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182 votes
An error occurred while saving the comment Melanie Annetts
commented
This is a basic accounting function - For so many reasons the requirement to allocate a credit to a bill in order to clear it from the account needs to go!
A remittance needs to show all the invoices and credit notes that are part of the payment and the ridiculous allocating function does not enable this. That results in several phones calls and emails which is not necessary.
Not all credit notes are relevant to a specific invoice or the invoice may have already been paid!
When dealing with a lot of credits this is a massive time consuming ball ache!
I have noticed with the "new" (mainly cosmetic!) changes you are now able to select the outstanding credit notes in the outstanding bills screen but when you then go to make the payment it does not let you include the credits in the payment! Beyond frustrating!
The more I am using the XERO the more I am noticing just how much it is geared to small self employed businesses - it's more than basic in places and not in a good simple to use way!
Melanie Annetts
supported this idea
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Being able to do this was already a work around for the fact that we can't have multiple delivery addresses or that any change to an address on 1 invoice then changes it for them all (I mean how daft is that!) Another incredibly frustrating consequence of "new invoice" showing that new doesn't always mean better!
I am now having to duplicate work because we can't use XERO to generate the invoices and have gone back to good old Sage Line 50 and importing!