Settings and activity
5 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…
Jacqui Rood | Girl Friday Ltd
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1,188 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Jacqui Rood | Girl Friday Ltd
supported this idea
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466 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
An error occurred while saving the comment Jacqui Rood | Girl Friday Ltd
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 Jacqui Rood | Girl Friday Ltd
commented
I have decided to trial your new invoicing for the 2nd time since Xero is now forcing us to... as you'll be removing classic invoicing at the end of the year... our whole team have trialled the new invoicing and we have all aborted as we do not like it and it SLOWS US DOWN! It certainly is NOT faster. When I review invoices, we have multiple documents attached to the invoice. I open all these to reconcile the invoice that has been drafted, before I can approve and send. The new invoicing system, opens each document up in a new tab. Classic invoicing has the pop up window and I can just click next for each view. Now I have to toggle between multiple tabs and work on two screens. It is slow and is adding at least 5min to each approval and we have LOADS of invoices. Your new system also does not keep track of who we emailed the invoice to. We have multiple departments per client and we like to refer to the prior invoice to see who we have emailed the invoice to. That log has not disappeared in history and notes. You have also removed the expected date button in history and notes as we add in another date before exiting out of the invoice. Now we have to go to awaiting approval and search for the invoice to add the date. This adds TIME. And there are a few clients that we have to manually send the invoice to, as their inboxes will not accept invoices sent from Xero due to security reasons. With the old system, we could mark the invoice as sent to show that we have sent it. The new system just reflects as not sent. Now we have to go into the invoice and manually check a box. I fear November as this system is CLUNKY. It's not streamlined.
Jacqui Rood | Girl Friday Ltd
supported this idea
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842 votes
Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.
We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.
Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.
We want to be transparent that we don't have any plans to change the credit application process right now.
We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this…
Jacqui Rood | Girl Friday Ltd
supported this idea
·
I have decided to trial your new invoicing for the 2nd time since Xero is now forcing us to... as you'll be removing classic invoicing at the end of the year... our whole team have trialled the new invoicing and we have all aborted as we do not like it and it SLOWS US DOWN! It certainly is NOT faster. When I review invoices, we have multiple documents attached to the invoice. I open all these to reconcile the invoice that has been drafted, before I can approve and send. The new invoicing system, opens each document up in a new tab. Classic invoicing has the pop up window and I can just click next for each view. Now I have to toggle between multiple tabs and work on two screens. It is slow and is adding at least 5min to each approval and we have LOADS of invoices. Your new system also does not keep track of who we emailed the invoice to. We have multiple departments per client and we like to refer to the prior invoice to see who we have emailed the invoice to. That log has not disappeared in history and notes. You have also removed the expected date button in history and notes as we add in another date before exiting out of the invoice. Now we have to go to awaiting approval and search for the invoice to add the date. This adds TIME. And there are a few clients that we have to manually send the invoice to, as their inboxes will not accept invoices sent from Xero due to security reasons. With the old system, we could mark the invoice as sent to show that we have sent it. The new system just reflects as not sent. Now we have to go into the invoice and manually check a box. I fear November as this system is CLUNKY. It's not streamlined.