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

    485 votes

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    79 comments  ·  For small businesses » Business features  ·  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…

    Finance Department supported this idea  · 

  2. New Invoicing - Make the History & Notes the same as in Classic Invoicing

    720 votes

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    160 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    Finance Department supported this idea  · 

  3. New invoicing | Send - Rich text editor format

    18 votes

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    12 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while we appreciate and initially provided a solution for the idea here within the new invoicing email modal, we wanted to return as after further testing this feature has needed to be removed.

    That said, we know being able to add basic formatting to your emails is important to some of our customers and while the tool bar has been removed you can still add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.

    • Bold = <b> and </b>
    • Italics = <i> and </i>
    • Underline = <u> and </u>

    We understand not all customers are familiar with these tags so I've added an example image that shows the different tags that can be added and how these will show instantly within the email preview so you can make sure you email looks as you expect.

    If…

    Finance Department supported this idea  ·