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  1. Statement - Include invoice description

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    9 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here. 

    We'll continue to consider this and other ideas for customer statements as the platform evolves. 

    Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time. 

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    Tom Ireson commented  · 

    I have just transferred from Zoho Books on the request of my accountant and not having this function is making me consider going back already.

    It is absolutely ridiculous to not have a field for invoice description. If I do a job and then return for another, there is nothing to distinguish between them except date and invoice number. Annoying for both my clients and me, and a pain in the **** if I ever have to find a previous invoice for something to check what was actually billed for. It's all very well having item codes but when you have quoted a final price these don't come into it, the invoice description is where this information is recorded. Standard for most trades.

    All it needs is an optional text box. Does this really take 5 years of people voting for it to be included?

    Not impressed at all with Xero useability so far and this has now wasted a load of my time trying to find workarounds.

    Tom Ireson supported this idea  ·