Settings and activity
4 results found
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2 votes
An error occurred while saving the comment Emily McRorie supported this idea ·
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106 votes
An error occurred while saving the comment Emily McRorie commented
Agree with all on this fix.
We operate with 2 business names, and it looks silly when invoices are expected to come from one name, and the other name appears at the top of the invoice email with the other name.Emily McRorie supported this idea ·
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161 votes
Emily McRorie supported this idea ·
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325 votes
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…Emily McRorie supported this idea ·
An error occurred while saving the comment Emily McRorie commented
Add in the description field without a monetary value.
It would be good if we can add a description to the invoice without putting in a monetary value within that row.
Sometimes we have jobs where we describe the work done in the description field (which we could do in old invoicing) and want no $$ there within that row, and then add the $$$ rows underneath.
If I do this, the invoice appears with 0.00 in the description row which looks messy.
Yes, I agree this is important. My invoices look misaligned and there's nothing I can do within the standard templates to fix it.
The customer address always sits in further from the margin than all the other information. Making the padding 0 does not help. It would be good if the product team can adjust the layout so it looks neat and all in line.