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  1. New invoicing - Add lines button

    149 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Stuart MacKenzie supported this idea  · 

  2. New Invoicing - Add new Tracking option

    153 votes

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    42 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here. 

    Stuart MacKenzie supported this idea  · 
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    Stuart MacKenzie commented  · 

    Tracking Option in New Invoicing now there BUT, can't Choose None option.
    Not all lines in an invoice will be applied to a tracking category.

    Please enable to choose None.
    (attached screen shot is from Classic)

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

    157 votes

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    30 comments  ·  For small businesses » Business features  ·  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…

    Stuart MacKenzie supported this idea  · 

  4. New Invoicing - Keep the previous Contact when using Copy

    228 votes

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    41 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.

    Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.

    In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.

    Stuart MacKenzie supported this idea  ·