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  1. Sales Invoices - Combine and hide line items for customers

    221 votes

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    103 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Jamil Dagher commented  · 

    There are internal accounts that are billed to offset each other (ie: accounting of retention) These are internal and have no impact on the subtotal of the client invoice and should not be viewable to the client, but are necessary for accounting and billing to the internal accounts on an invoice by invoice instance.
    We require that Xero gives the ability to either:
    1. Hide line items on a client invoice
    or
    2. Have a means to select Chart of Account codes that make a line item internal when allocated to these codes and thus are not viewable on a client invoice.

    Jamil Dagher supported this idea  ·