Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    547 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    94 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…
    An error occurred while saving the comment
    Craig Millett commented  · 

    Thanks for your recent review and update on this request along with your explanation on how this only partly works.
    Unfortunately it still does not solve the issue.

    We ALL want to use the ITEM code field without populating it as a 'Financial' field, and thus leaving it blank as a text entry only.

    Because we don't want to enter 10 lines of text on one invoice, then repeat that for 30 plus invoices every week...that equates to about 8 hours of typing. Even with the current ITEM fields, it still takes me 1hr do do 30 invoices as is now.

    Surely this is not a hard modification to make if you have good software coders developing your software. I mean Microsoft XL has had this as a basic feature to change the CELL characteristic behavior with simple click of a button between (a choice of 11 different choices from Accounting, date, text, general, currency etc...), I'am sure your software isn't all that different to their CELL format.

    An error occurred while saving the comment
    Craig Millett commented  · 

    Yes, make it a TEXT Field only with nothing else please!

    An error occurred while saving the comment
    Craig Millett commented  · 

    YES YES YES YES YES!!!!!!!!!!!!!!!!!!!

    Craig Millett supported this idea  ·