Skip to content
← For small businesses

Enter your idea

For small businesses: Business features

Categories

(thinking…)

Sales Invoices - Combine and hide line items for customers

Ability to combine and hide line items in the invoices.

Purpose: To have good accounting and tracking of sales without showing the client the breakdown of all the items involved

187 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
submitted  ·  AdminHannah G (Admin, Xero) responded  · 

Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.

While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.

If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.

However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open as it’s something we may be able to revisit in the longer term. We’ll be sure to let you know if there’s any change around this, here.

Show previous admin responses (1)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Anita Hattrill commented  ·   ·  Report

    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.

  • Michelle Kneen commented  ·   ·  Report

    Same for us, we have invoices that needs to be split by nominal but we don't want the customer to have visibility of this split and need the invoice to "Print" with just one line.

  • Lorraine Adams commented  ·   ·  Report

    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...

  • Anthony Adamson commented  ·   ·  Report

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

  • Bob Crawford commented  ·   ·  Report

    Sadly this issue has been raised by numerous customers for 3 years or so yet Xero completely ignore us and haven't even got the courtesy to speak to us about when this really important function will be added

    What kind of customer service is this?

  • Shannon Macneil commented  ·   ·  Report

    This idea is very important for eliminating manual work. Implementing this idea would only improve the user and customer experience.

  • Brian Swanick commented  ·   ·  Report

    Echoing what Lorraine said. There's a gap between what we have and what we need with respect to meaningful data. The value that this feature would provide is *immense* for us and it's only going to grow. I'm struggling to think of how features like this and the lack of custom fields aren't being worked on.

  • Cole Brickley commented  ·   ·  Report

    A feature worth moving to another system for if Xero isn't planning to implement

  • Cole Brickley commented  ·   ·  Report

    A feature worth moving to another system for if Xero isn't planning to implement

  • Lorraine Adams commented  ·   ·  Report

    For allbut the simplest of businesses, Xero’s ability to provide meaningful sales reporting falls totally short of it’s ability to market & sell it’s software.
    This issue has been around for YEARS, & like many other ‘ideas’, Xero has shown no interest, investing instead in other more profitable revenue streams & partner integrations. Some features (auto updating of repeating invoices when contact email addresses are updated), have even been ‘stealthily’ removed!
    To say only 43 people support this idea is ludicrous & inaccurate after 8 yrs or so (I kid not) of receiving updates & comments on this.
    Quickbooks do it - but the market leader can’t?!!! Or won’t.

  • Scott Holroyd commented  ·   ·  Report

    I currently have to enter my jobs as 'labour only' or 'goods sold' as a total price, meaning I don't feel as though I get the benefit of the reporting Xero is capable of.

  • Caroline Hale commented  ·   ·  Report

    Really need the ability to add detailed lines to the sales invoice but only show summary information to the customer - please fix this

  • Anthony Adamson commented  ·   ·  Report

    I would like this feature as well as kitting. Neither one is complicated and I shouldn't have to purchase an expensive inventory suite when I don't need 99% of the features. Kitting is NOT a manufacturing feature like work orders.

  • Bob Crawford commented  ·   ·  Report

    No comment or update from XERO suggests they have no interest in listening to their customers on this

    I spoke to their help desk on this in the past who were dismissive

    Very disappointing service indeed

  • Laura Files commented  ·   ·  Report

    Absolutely vital to us to be able to split lines for revenue recognition purposes but the customer only see their invoice line to save confusion.

  • Ben Grasso commented  ·   ·  Report

    We want to be able to see all the items listed as a breakdown, but the customer only needs to see the description we write and the total price not the breakdown.

  • Rydgeview Contracting Limited commented  ·   ·  Report

    Please please please look into this. It would be such a beneficial feature for your customers Xero!
    I know that Fergus is great at being able to do this, but running another system alongside Xero is ridiculous! We would love to be able to track stock to allow us to buy in bulk for future seasons etc... but we are having to collate line items to bill out to customer which defeats the purpose of the account codes! Cmon Xero listen to your customers

1 3 5