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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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Tom David
commented
Hello, for everyone following this topic we have developed a desktop app (https://invoicepolish.com) to complete this task. It reads your existing Xero invoice(s) and lets you commence grouping line items manually or automatically, download a fresh invoice and even automatically attach your new grouped invoice back on your Xero invoice.
Not sure if appropriate to post this here so please forgive me if not.
Once logged in (secured with 2FA) you can play with a sample organisation, and go on to connect one or multiple of your organisations via a xero portal. The app then simply reads your existing invoice data allowing you to select existing invoices and then group line items and describe them however you see fit. Preview in realtime as you make changes and download your newly created invoice as PDF and/or send a copy back to Xero to sit in your Xero invoice as an attachment.
This way you can polish the complex invoice you need within xero for all your accounts tracking, but elegantly and quickly generate a sales invoice for your client. There are no features in this app that attempt to modify any Xero accounting - any accounting changes still need to be done in Xero and changes ripple through in realtime to InvoicePolish as you are working in Xero.
The intention is to eventually make this app available from the Xero App Store.
Anyone interested in more info, don't hesitate to reach out via the website (:
An error occurred while saving the comment Tom David
commented
Hello all, regarding hiding lines on your invoice from your client, and still having all the backend of your invoice allocating to all your different accounts, this CAN be achieved using the manual journals feature in xero - woot.
Our accountant told us to create a simple invoice for full amount and allocate all line items to a “sales clearing account”, rather than all the usual accounts you would create allocations to.
Then, create a separate manual journal item that allocates the new invoice total amount from the “sales clearing account” to accounts exactly as you would as if you were building a more detailed invoice that you wouldn’t otherwise want your client to receive.
Then just send and reconcile your invoice from xero as you always would - the journals item handles all the accounts distribution rather than the invoice item. As long as the journals item adds up to the amount on the invoice (before gst or vat etc) then the “sales clearing account” should always tally zero once the invoice has been paid and reconciled.
So this is possible in xero - just ask your accountant about manual journals in xero on how to achieve this if you don’t use these already (they are an advanced accountant feature, but straight forward once you’ve made your first invoice in this fashion).
Tom David
supported this idea
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An error occurred while saving the comment Tom David
commented
Please this would be so useful. Currently we send our invoices to clients created from a spreadsheet (subtotal only, so they don’t see our line by line breakdowns) and this is completely doubling up workload on something that would be straightforward to implement in xero. Thank you.
Hello - https://invoicepolish.com does exactly this - it extracts all the info from your xero invoice / quote to build a new one that you have control over every aspect of - including turning on and off subtotals for line items, so that you can list items in your quote / invoice without showing a dollar value.