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
Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.
In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.
We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.
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Wendy Tetley
commented
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
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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!!
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Bob Crawford
commented
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
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Anita Hattrill
commented
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.
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Michelle Kneen
commented
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.
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Lorraine Adams
commented
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...
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Anthony Adamson
commented
I am with you Bob. This is not a complicated feature to add and it is disheartening that nobody has addressed our request.
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Bob Crawford
commented
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?
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David Rogers
commented
Could really do with this feature Xero!
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Shannon Macneil
commented
This idea is very important for eliminating manual work. Implementing this idea would only improve the user and customer experience.
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Brian Swanick
commented
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.
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Cole Brickley
commented
A feature worth moving to another system for if Xero isn't planning to implement
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Cole Brickley
commented
A feature worth moving to another system for if Xero isn't planning to implement
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Lorraine Adams
commented
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
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.
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Caroline Hale
commented
Really need the ability to add detailed lines to the sales invoice but only show summary information to the customer - please fix this
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Jonathan Matthews
commented
I agree with this completely. MYOB does it, and I dislike MYOB.
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Jonathan Matthews
commented
I agree with this completely. MYOB does it, and I dislike MYOB.
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Anthony Adamson
commented
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.
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Bob Crawford
commented
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
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Laura Files
commented
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.