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

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   81 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.

   While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.

   If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.

   However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open as it’s something we may be able to revisit in the longer term. We’ll be sure to let you know if there’s any change around this, here.

   Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.

   While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.

   If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.

   However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open… more

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   Jamil Dagher commented  ·  06 June, 2022  ·  Edit…  ·  delete…

   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.

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   Jamil Dagher supported this idea  ·  26 May, 2022