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  1. 528 votes

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    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…
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    Jassie van Helden commented  · 

    It would be great if Xero would allow for a description only line in invoicing, one that did not need to contain a quantity or $ value. This would allow for a templated description that did not correspond to a product itself. For our business for example, we use a header that says 'Professional services consisting of' and we put this in a separate line above the listed product items. Currently this populates 0's for the other fields and this looks untidy and the only way around it is to manually type the description. Ours is short so it is ok but there are times when a longer description only field may be useful.

    Jassie van Helden supported this idea  · 
  2. 25 votes

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    With the soon to come Xero Partner Hub we'll be bringing all your practice tools under one umbrella and improving your experience in managing and working with clients in your practice. With the combined experiences of Xero HQ and Practice Manager this'll include the ability to merge two clients into one, like you're after here 🙂

    Thank you for sharing your feedback with us. Find more information about Xero Partner Hub on our website, and we'll be back to update you all as this goes live to practices in the coming months.

    Jassie van Helden shared this idea  ·