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
AdminXero Team
(Admin, Xero)
shared this idea
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.
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Rydgeview Contracting Limited
commented
This would be super helpful to our business and I can't believe its not something that Xero already offer. We have found this feature in the Fergus system which can integrated with Xero, but we are not wanting to run additional programs if we can help it. Definitely something Xero should look into
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Bang on Electrical Services
commented
This feature would help me out a great deal, as I like to give clients the total without each line item for them to query, and then be able to show them a detail breakdown if they request it
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Georgia Binmore
commented
This would be really useful, it could be as simple as having an additional field available in Invoices, called 'Summary' or 'Line Item Summary' which could be merged into a custom invoice template and used in the description line for the subtotal.
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Lorraine Adams
commented
This is second to top of my desperately wished for , for many YEARS now, along with access options in the reporting module reporting for our practice & client data sets. (Oddly, I don't need/want our sales ledger or purchase ledger clerk to see what other staff, directors etc etc earn or what the company's profit is/isn't this month....)
Back to the issue - yes, I need granular structure in my invoices for internal reporting, but a simple subtotalled for example invoice to issue to clients. I need both, from the same invoice, with no faffing or trendy 'workarounds'.
Ever more apps, good revenue stream for Xero, but the product stays fundamentally the same.
But at least we can see 10 instead of 8 items in the bank feed screen now. That was jaw dropping disappointment after all the hype.