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

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   76 comments  ·  For small businesses » Business features  ·  delete…  ·  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 have any solid plans for changing this right now we will keep the idea under review, and share if there's any change planned.

   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… 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