Settings and activity
2 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
528 votesHi 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 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
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772 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
An error occurred while saving the comment Craig Millett
commented
YES, leave Classic as is.
I have a different problem. I require text entries on my invoices with no Amounts or Qtys in the line, so I can leave them blank.
In the new invoicing, it automatically populates all the boxes then throws up errors, can't be done.
Not Happy Jan!
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.