Invoicing - ability to directly select or highlight multiple existing rows for bulk editing like deleting & grouping of identical line items
Xero really needs the ability to select all, or at least select multiple lines at once. In a group monthly invoice, it can take over an hour to delete or edit lines individually.
It would also be a major improvement to allow grouping of identical line items—so that all quantities for the same item appear under a single line, instead of generating hundreds of separate lines for the same thing
Tracey Lougher
shared this idea
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Tom David
commented
Hi Tracey, we ran into a similiar limitation in Xero around selecting and grouping multiple line items to group and hide from clients, so we built a tool to work around it called Invoice Polish.
It reads your existing invoices and lets you group or summarise line items (manually or automatically), preview a cleaner client-facing version, export it as a PDF, and optionally attach that PDF back onto the original invoice in Xero.
In your particular case, the web app has a feature where if you paste a #hashtag keyword onto each of your xero invoice line items (like #GROUP01), Invoice Polish will detect these and automatically group those line items for you. And of course the resulting invoice will print without the #keyword in the description for your client to see (:
Important point: Invoice Polish doesn’t modify any accounting data in Xero. Your detailed line items stay exactly as they are for reporting, and this just creates a cleaner version for clients.
Typical workflow is: connect your Xero org, select an invoice, group/summarise the line items, then export or attach the revised version.
We’ve found it useful where you need detailed breakdowns internally but only want to present a high-level summary to clients.
If it’s useful, more info here: https://invoicepolish.com
Best,
Tom