Enter your idea

every invoice we write needs to not show our cost items and just our task items but have the reporting ability at the end of a job..

Sadly Xero continue to ignore this really important request and don't even have the courtesy to make a comment

Makes this notice board forum farcical

I usually have lumpsum item lines that are handled by 2 different departments so I will require my line items to be split accordingly without needing to show my client the details.

We use a summary line quote which is then made into an invoice.
We track our inventory, so when the customer has paid we have to go back in and put all the stock in to take this out of inventory.
This is very time consuming and should be able to be noted in the quote and then taken out of the inventory when the invoice is created, including adding billable items (not showing to the customer) so that the customer still gets the one liner and we have our stock taken out at the time.
The only problem I see is that the stock would need to go out at zero dollars therefore making our average price null and void, but still better than nothing.
Please help, I am getting desperate, 4 months in to my new job.

I have clients, and I assume this would be standard practice in the industry, they have dockets for delivery of products, and get invoiced for several dockets at a time. Client has always subtotalled as this was a feature in Reckon and MYOB. I have tried to come up with a work around using the price column and zero quantity but doesn't look good. I have seen so many posts in the Xero community where this is a wanted feature.

Well raised Amanda, this will be an excellent tracking tool, Xero if so many users over so many years have requested this feature -what seem to be the problem? Can you please give us all some feedback, or are we asking too much?

Sad to say Amanda that despite multiple requests over YEARS for this solution to be integrated into the Xero product the powers that be at Xero simply ignore us all

Moreover they don't even acknowledge our request which makes a total mockery of this ideas board

Good morning, Xero agent. Could you please help me with my problem? I'm trying to create invoices for my clients with a single line item, but I want to divide that one line into multiple "consultant" categories. How can I split a single line into separate "consultants"? I have included a screenshot to show you how I would like to split the invoices, while still displaying a single line item to the clients in the actual invoice.
Is there no solution for this yet? - I see that this need has already arose in 2012? See the file attachments of the actual problem at hand.

This would be super useful to our clients.

This feature would be so useful - need to track line items separately, but do not want customer to see each line on their invoice

Very very important to improve tracking and reporting where an item needs to be split accross multiple areas.

This ability would be very useful - for example a client wanting to note several cost centres by tracking code for management reporting, however the client is happy with a total figure on his invoice.

@Wendy Tetley - that sounds like a great work around, but I can't seem to follow your instructions when I download the Xero Docx files. Would you be able to upload the template you use? (minus your company info of course!) TIA

This point has been raised for years by numerous customers but Xero continue to ignore our request

They don't even have the courtesy to acknowledge our business needs.

Xero Customer service is actually a shambles being non-existent

This is so incredibly necessary! Can it be done?! We need to be able to track inventory behind the scenes but the customer does not need to see every line item! There is a huge need for this!

I have the exact same issue right now - My client owns an art gallery; Produces invoices to her customer that buy the art but wishes to 'hide' the cut that the artist gets, the cut she gets and the framing fee.

I found a small work around that doesn't help me as much as it might help others.

You CAN hide information from the invoice but it does hide EVERYTHING under that bracket.

Here's how:

Download the Xero Doc.X custom invoice template

Highlight «TableStart:LineItem»«Description»

Right click

Select Toggle field codes

Highlight "{ MERGEFIELD TableStart:LineItem \* MERGEFORMAT }{ MERGEFIELD ItemCode \f ", " \* MERGEFORMAT }"

Right click

Select Font...

Under effects tick the "Hidden" box

Select Ok

Highlight "{ MERGEFIELD Description \* MERGEFORMAT }"

Right click

Select Toggle field codes

Save

...................................................................

You can apply this to any box and it will hide that information! Hope it helps some people until Xero fix this super simple issue!!

Xero's message board here is farcical. This idea continues to be raised here as it has for years - and is massively important to many businesses including mine yet they choose to do absolutely nothing and don't even tell us this improvement is going to be implemented

What a complete joke

Please add this facility. We're currently entering 2 invoices; one to the customer without stock itemised, using Suspense code, and then a zero invoice selling each individual stock item and cancelling the total through Suspense. Even hiding the price and/or stock number would help.

I've been using Xero for nearly 10 years and it was a requested item from before my time.....none of my 10 original (now washed away..) votes have been satisfied.

I still can't let my purchase ledger clerk run her own aged creditors etc reports as she'll also have access other reports showing staff payroll, company profit, director's accounts etc. So much for progress. So much for privacy & data protection.

The only things that change at Xero are the things that bring in more money.

More recently the software has gone backwards even, removing the feature that automatically update email contact info on repeating invoices if a contact info was changed.....we now have to do this ourselves manually and EVEN TICK A BOX CONFIRMING THAT WE HAVE DONE THIS before the changed record will save!!!!!! what???!!! Where's the efficiency in this? Didn't ask us if we wanted this either did they?..

I rant. Back to tax work...

I am with you Bob. This is not a complicated feature to add and it is disheartening that nobody has addressed our request.