Settings and activity

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1. Quotes- Ability to approve quotes

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Hollie Doran shared this idea  ·  19 July, 2024

2. Quotes - Title and Summary to flow through to Sales Invoices

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   187 votes

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   submitted  ·  110 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Hollie Doran commented  ·  18 February, 2023  ·  Edit…  ·  delete…

   Why do we never get anyone from Xero responding to this? It's got 62 votes already and still nothing...

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   Hollie Doran commented  ·  05 June, 2022  ·  Edit…  ·  delete…

   My clients expect this on invoices, and in fact where the line items cant (dont want) to be shown, its actually a legal requirements to have this summary included so they know what the invoice is for. PLEASE can you sort this out urgently? its actually stopped the ability for my client to pay one of my invoices this month.

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

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   83 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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   Hollie Doran commented  ·  05 June, 2022  ·  Edit…  ·  delete…

   This is critical for my business. Please make this change.

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