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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…
    Linda Carlos supported this idea  · 
  2. 352 votes

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    Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.

    As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.

    To address this, our product team is now working to reintroduce this functionality to the invoice page.

    We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂

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    Linda Carlos commented  · 

    an inbuilt calculator in the payment box as there was in classic too please.

    Linda Carlos supported this idea  · 
  3. 13 votes

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    Hi everyone, we appreciate your feedback on the show/hide fields option. As you may have seen in other updates we're working on a new line item grid that will encompass a few enhancements we know our customers want to see, and will also include an improvement to the behaviour of the show/hide fields so the options you select will be retained. I'll come back to confirm when this is released.

    Linda Carlos supported this idea  · 
  4. 8 votes

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    While we don't have any direct plans for adding a total back at the top of the invoice, it'd be good to get a sense of the interest if this is important to others in community here, too.

    Though I appreciate it's not a solve for the idea. To help speed up getting to the bottom of the page on those lengthier invoices, Julie you may find using the 'end' button on your keyboard helpful 🙂

    Linda Carlos supported this idea  · 
  5. 5 votes

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    Thanks for sharing your idea here in the forums, Mihaela. While we don't have specific plans for adding a search function in expenses atm, it'd be good to better understand what sort of details of your expenses you'd general want to search in order to identify duplicates? For example contact

    Linda Carlos supported this idea  · 
  6. 7 votes

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    Linda Carlos supported this idea  · 
  7. 2 votes

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    Hi Janilyn, appreciate it's not an option when going through the copy to process. However, once the invoice is created you can click the 'x' next to the contacts name to remove and type the correct customers name.

    If the previous contact has only had purchase transactions entered for them, once you've remove them from the invoice they should not be shown in the customers list in your organisation.

    Linda Carlos supported this idea  · 
  8. 45 votes

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    Linda Carlos supported this idea  · 
  9. 22 votes

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    Linda Carlos supported this idea  · 
  10. 4 votes

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    Linda Carlos supported this idea  · 
  11. 3 votes

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    Linda Carlos supported this idea  · 
  12. 7 votes

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    Linda Carlos supported this idea  · 
  13. 4 votes

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    Linda Carlos supported this idea  · 
  14. 3 votes

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    Linda Carlos supported this idea  · 
  15. 3 votes

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    Linda Carlos supported this idea  · 
  16. 3 votes

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    Linda Carlos supported this idea  · 
  17. 53 votes

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    Thanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.

    While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.

    For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.

    Linda Carlos supported this idea  · 
  18. 7 votes

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    Linda Carlos supported this idea  · 
  19. 3 votes

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    Linda Carlos supported this idea  · 
  20. 2 votes

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    Linda Carlos supported this idea  · 
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