Settings and activity
3 results found
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65 votes
Hi team, thank you for your support and ongoing engagement in this idea. We understand the benefits some customers would find in being able to add notes or a free text field to invoices so you can add additional detail for your customers.
Being open, this isn't something we have in our roadmap atm, but will continue to consider for future enhancements.
For the time being, a couple of options that may be useful;
- Using only the description field of a line item to add additional details
- For more static messaging you could add the details to the payment advice of a standard template, or
- Add static text with an advanced template editing the template with DOCX
We appreciate this is not the complete solution and will continue to keep a close watch on this idea and share if there are any updates, here.
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GCB Accounts
supported this idea
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37 votesGCB Accounts
supported this idea
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An error occurred while saving the comment GCB Accounts
commented
"Spend Money" transactions can be assigned directly to a Project (i.e. without a corresponding Bill), but "Receive Money" transactions cannot be assigned directly.
The only workaround appears to be to create a fake invoice and to assign the line items on that invoice. There is strictly no logic to this, and it creates significant additional work for users whose time is already stretched.
As noted by other contributors, there are many project scenarios when money is received without an invoice having been issued.
Xero team - please give this the attention that it needs and deserves!
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124 votesGCB Accounts
supported this idea
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This feature is needed for so many reasons.
- Detailed explanation of charges;
- Legal text to tie the invoice to a contract;
- and many more that I could cite.
Using a "non-amount" item line is not satisfactory because longer text gets squashed into a column that is one-third of the page width.
Please work on providing this feature...