Invoicing - Client view and Business view on invoice breakdown
The ability to have a ‘my view’ and ‘client view’ on invoices.
We have many jobs which are ongoing, and the invoice is sitting in Draft for weeks, constantly getting updated as the job goes on. Each day, labour and materials used that day are adding in as separate line items, so we can see the breakdown cost for each day.
When we finally send it to the client however, we don’t want them to see the separate line item for each day, so we bundle it together for them into 1 bulk price.
It would be great if we could still have access to the itemised breakdown, so we can see where that final bulk figure came from. It would also be helpful to have this if the client asks for a breakdown in costs.
Micah Farthing
shared this idea
Hi! Did you know it's already possible to do this in Xero?
To show a bulk amount, you can use a DOCX template or an advanced invoice template which will allow you to only show the lines you want to show on the invoice.
To get some more context, please refer to the following article. If you need further help, you can reach out to our support team for further assistance.Thanks
