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

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   71 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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   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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