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

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   76 comments  ·  For small businesses » Business features  ·  delete…  ·  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 have any solid plans for changing this right now we will keep the idea under review, and share if there's any change planned.

   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… more

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   Eileen Hamilton commented  ·  06 November, 2024  ·  Edit…  ·  delete…

   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  ·  20 September, 2024  ·  Edit…  ·  delete…

   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.

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   Eileen Hamilton supported this idea  ·  20 September, 2024