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1. Invoices - Add subtotals

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   130 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thank you for continuing to share your feedback on invoice subtotals.

   We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.

   While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.

   As previously shared current options that you may want to explore include;

   • adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
   • exporting the invoice as a PDF and editing it externally, or
   • exploring invoicing tools in the Xero App Store that offer more extensive services

   We know these aren’t ideal substitutes, but they may help bridge the gap depending on your needs. Though this has been moved to Not in pipeline we’ll continue to reassess this idea in future planning and voting for this idea remains open.

   If there's any change in position we'll post an update to share with you all, here.

   Hi everyone, thank you for continuing to share your feedback on invoice subtotals.

   We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.

   While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.

   As previously shared current options that you may want to explore include;

   • adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
   • exporting the invoice as a PDF and editing it externally, or
   • exploring invoicing tools in the Xero App Store that offer more extensive services

   We know these aren’t ideal substitutes, but they may help bridge the… more

   Anthony Camilleri supported this idea  ·  21 August, 2024

2. Invoice - Add notes/comments line item

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   45 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, understand the difference between a description only line and what's being asked for in the idea here. 

   This isn't something we have planned at present. 

   We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco) 

   Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer. 

   We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share. 

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   Anthony Camilleri commented  ·  13 February, 2024  ·  Edit…  ·  delete…

   I really need this I have to add notes too a part line which doesn’t look professional

   Your competition has notes option

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   Anthony Camilleri commented  ·  13 February, 2024  ·  Edit…  ·  delete…

   Please do this it will really help

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   Anthony Camilleri supported this idea  ·  13 February, 2024

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

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   97 comments  ·  Invoices & quotes » Invoicing  ·  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
   Anthony Camilleri supported this idea  ·  13 February, 2024