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

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   76 comments  ·  For small businesses » Business features  ·  delete…  ·  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 have any solid plans for changing this right now we will keep the idea under review, and share if there's any change planned.

   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… more

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   Felicity Fitzgerald commented  ·  13 September, 2024  ·  Edit…  ·  delete…

   All I want is the first line to have text/information only. It is generating quantity, price and tax amount automatically which makes our invoice look very unprofessional. Can this be fixed as soon as possible please.

   Also why is the invoice link in some invoices and not in others?

   I reiterate what Lee said - Please revise your "not having any solid plans for changing this" and get it fixed. It would be much appreciated.

   Also, it would be good to know what the benefits are of the New Invoicing vs the Classic.

   Please help us.

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   Felicity Fitzgerald supported this idea  ·  13 September, 2024