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

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   94 comments  ·  For small businesses » Business features  ·  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
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   Rosie Bhinder commented  ·  11 February, 2025  ·  Edit…  ·  delete…

   Thanks for your comment but this still does not help my situation as it would mean that I would need to write out or copy and paste from a saved template the work that I have completed for my client so that the system recognises that it's a "description only" line and thus, not include "financial" information.

   I just don't know why you would change something that works well for many of us and require more time, energy and effort to make sure that our invoices provide sufficient information to our clients so that they are happy to pay us.

   To the product team, please help and correct this issue so we can continue to use the product as we have been doing in "classic invoicing".

   I hope that you will seriously consider this matter.

   Thanks in advance.

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   Rosie Bhinder supported this idea  ·  11 February, 2025