Invoice Branding - Remove Itemised detail
We use a a CRM system to create our invoice which is then linked to XERO. On our CRM system it itemised the components of the invoice this is also transferred. Is there a way on the xero invoice that this feature is not transferred so that the invoice only shows description and the total value of the job, ie NET, VAT GROSS.
We do not want the client to see the full breakdown.
We send statements to our clients which has a link to the invoice due to the issues of the itemised invoice our clients can see this information which is not what we require.
Could someone please look how you not show itemised invoices and just show the values. this is an urgent please for the business. I have attached the xero invoice which show what I am discussing with the items listed which we need removing.
Dawn Riddell
shared this idea
Hi Dawn, this is possible with the use of an advanced branding theme. Using the DocX template you can customise the template to remove merge fields that you don't want to be shown to your customer.
Once set up as you like you'll want to upload the template to your branding theme in Xero, and then apply to contacts or to any individual invoices you'd like this template used.