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

    560 votes

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    96 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    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…
    Finance Department supported this idea  · 

  2. New invoicing | Send - Rich text editor format

    23 votes

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    15 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I know it's been some time since we last updated this idea and want you to know that we're still keeping a close watch on the support for formatting in invoices here

    As shared in my last update, currently you can 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>

    You can see my attachment below that shows an example of how these can be added and the side by side email preview that'll reflect how this is shown in your email.

    Right now, this isn't something we have plans for changing but will be sure to share an update if there's any progress. Thanks

    Finance Department supported this idea  ·