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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  ·  delete…  ·  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 rate.

   Work required to enable inventory only description lines is deeper than the surface of invoicing itself. The teams required to develop this are very much across the idea here, and would like to dive deeper into this but it's not in our pipeline just at this point. We'll be sure to keep you updated if this work is picked up. Thanks for your engagement.

   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… more
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   Carolyn Higgs commented  ·  29 August, 2024  ·  Edit…  ·  delete…

   Here's how I get around it:
   I have my descriptive text still saved in Products and Services. When I create an invoice, I still enter the item code to bring this text into the invoice.

   Once it is in the invoice, Ctrl-C the text, scroll down to the next empty line, and Ctrl-V it into an empty line. Delete the original line that came in from Products and Services (which will now have the quantity and tax rate etc). You now have just the text. It is less fiddly than retyping.

   If necessary, I slide the text-only line back to the top or bottom of the invoice, depending on where I like it.

   Another trick is to open the client's previous invoice, select "copy to draft invoice" from the top left three-dot menu, and update the new draft with the new invoice quantities. As Xero didn't seem to save the "financial" status of the line when it was only text, copying that invoice to a new draft doesn't bring any of that info over - just the text.

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