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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  ·  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…
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    Michael Delany commented  · 

    So as I understand it, this problem is not being addressed now or in the foreseeable future??
    I may be missing something here, but we don't require 'inventory' based invoicing, we are providing a professional service invoice to our clients - our problem is the interaction between XPM and the Xero file. All we need is the ability to delete , quantity, price and amount, so we don't have a zero appearing against each separate paragraph in the invoice - This doesn't appear to be a major change, particularly as you could previously do this in 'classic' invoicing.
    Kelly, perhaps someone from Xero can reach out to the comment providers in this thread, as I'm not sure the Xero team are fully understanding the issue?

    Michael Delany supported this idea  · 
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    Michael Delany commented  · 

    Hi, agree with the recent comments posted - It seems to be a relatively easy change to make. This is critical to our practice invoicing procedure.
    Could we get some response/update on this matter please.

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    Michael Delany commented  · 

    This is critical to our practice - the completion of invoices is now not efficient and has become unnecessarily time consuming. We just need a simple change to allow the zero amount to be deleted at the invoice level - just like classic invoicing.
    I had been switching back to classic invoicing to get around this problem.