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

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    94 comments  ·  For small businesses » Business features  ·  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…
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    Eileen Hamilton commented  · 

    Is there any update on this as I am getting really sick of it deciding to switch me back to the new version when i am on an invoice so it doesnt save any changes i have made when it switches over. I will continue using the old version until this has been fixed but we are getting closer to 20th November when the old system will not be available anymore? Can someone from xero please update everyone?

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    Eileen Hamilton commented  · 

    We need to have the option to have the description only - I enter over 150 invoices per week with up to 8 lines of description only on each invoice - if I am having to manually adjust each of these lines this is going to add alot of extra time to my workload and will create an issue where if a line is missed, invoices are going out looking ridiculous.
    If this change isn't made then the option to continue using the classic invoicing should be made available beyond 20 November. I will continue using the classic invoicing until then
    If it was possible to have this option on the classic then there is no reason why it cannot be implemented in the new one.

    Eileen Hamilton supported this idea  ·