Settings and activity
4 results found
-
94 votes
An error occurred while saving the comment 
Thomas Stonehouse
supported this idea
·
-
170 votes
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…
-
39 votes
-
197 votes
Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.
As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.
In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers…
Group line items in quotes and invoices to create bespoke 'packages', 'sections', 'assemblies', or 'kits' on a case-by-case basis, with headings and sub-totals for clarity.
Groups would be a type of new line item that can have other line items nested under them. Products and services can then be added as normal, then dragged in and out of groups. Groups would have a heading and description, and a sub-total of the line items nested inside it. Nested line items would retain their usual attributes (qty, price, discount etc).
For example:
Package 1
Item 1 $100.00
Item 2 $90.00
Item 3 $360.00
Item 4 $130.00
Item 5 $20.00
Package 1 Total $700.00
Package 2
Item 6 $450.00
Item 7 $75.00
Package 2 Total $525.00
Subtotal $1225.00
Total GST $183.75
Total $1,408.75
Currently, the Products and Services list only allows for individual items to be listed. You can create an item and include multiple products in its description and cost, but then you lose the ability to track each product in that line item. Instead, each product has to be added to quotes and invoices as a line item. This results in long quotes with many line items, with no clear way to group each product by purpose to show how they relate to each other or to the quote/invoice/project as a whole.
Adding grouping features in quotes and invoices would greatly improve readability for the customer, breaking long quotes/invoices up into chunks rather than being presented with a wall of text.
Grouping products by their purpose also means that customers who do not have the technical knowledge of what an individual item is used for can understand which part of the project it is related to. Meanwhile those who are more technically minded can still be clear about exactly which products are being supplied.
This format is already widely used in the events industry, but would be useful to any business that typically has many items in their quotes/invoices which could be split into sections.
(An extension to this would be the ability to group Products and Services to create 'packages' that could be quickly added to quotes, and then edited as needed)