Settings and activity
6 results found
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85 votes
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Tom David
commented
Hi Tracey, we ran into a similiar limitation in Xero around selecting and grouping multiple line items to group and hide from clients, so we built a tool to work around it called Invoice Polish.
It reads your existing invoices and lets you group or summarise line items (manually or automatically), preview a cleaner client-facing version, export it as a PDF, and optionally attach that PDF back onto the original invoice in Xero.
In your particular case, the web app has a feature where if you paste a #hashtag keyword onto each of your xero invoice line items (like #GROUP01), Invoice Polish will detect these and automatically group those line items for you. And of course the resulting invoice will print without the #keyword in the description for your client to see (:
Important point: Invoice Polish doesn’t modify any accounting data in Xero. Your detailed line items stay exactly as they are for reporting, and this just creates a cleaner version for clients.
Typical workflow is: connect your Xero org, select an invoice, group/summarise the line items, then export or attach the revised version.
We’ve found it useful where you need detailed breakdowns internally but only want to present a high-level summary to clients.
If it’s useful, more info here: https://invoicepolish.com
Best,
Tom -
Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
560 votesHi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.
Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.
To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.
- We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
An error occurred while saving the comment Tom David
commented
For anyone following this thread — we ran into the same limitation in Xero around showing detailed line items to clients, so we built a tool to work around it called Invoice Polish. It will give you specific controls as to which elements in your invoice that you wish to turn on and off (like QTY, and UNIT price in this case)
It reads your existing invoices and lets you group or summarise line items (manually or automatically), preview a cleaner client-facing version, export it as a PDF, and optionally attach that PDF back onto the original invoice in Xero.
Important point: it doesn’t modify any accounting data in Xero. Your detailed line items stay exactly as they are for reporting, and this just creates a cleaner version for clients.
Typical workflow is: connect your Xero org, select an invoice, group/summarise the line items, then export or attach the revised version.
We’ve found it useful where you need detailed breakdowns internally but only want to present a high-level summary to clients.
If it’s useful, more info here: https://invoicepolish.com
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8 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment Tom David
commented
For anyone following this thread — we ran into the same limitation in Xero around showing detailed line items to clients, as well as turning off specific fields - like "Total VAT" - so we built a tool to work around it called Invoice Polish
It reads your existing invoices and lets you group or summarise line items (manually or automatically), preview a cleaner client-facing version, export it as a PDF, and optionally attach that PDF back onto the original invoice in Xero.
Important point: it doesn’t modify any accounting data in Xero. Your detailed line items stay exactly as they are for reporting, and this just creates a cleaner version for clients.
Typical workflow is: connect your Xero org, select an invoice, group/summarise the line items, then export or attach the revised version.
We’ve found it useful where you need detailed breakdowns internally but only want to present a high-level summary to clients, and remove specific fields like GST or VAT.
If that sounds useful, more info here: https://invoicepolish.com
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247 votes
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.
An error occurred while saving the comment Tom David
commented
For anyone following this thread — we ran into the same limitation in Xero around showing detailed line items to clients, so we built a tool to work around it called Invoice Polish
It reads your existing invoices and lets you group or summarise line items (manually or automatically), preview a cleaner client-facing version, export it as a PDF, and optionally attach that PDF back onto the original invoice in Xero.
Important point: it doesn’t modify any accounting data in Xero. Your detailed line items stay exactly as they are for reporting, and this just creates a cleaner version for clients.
Typical workflow is: connect your Xero org, select an invoice, group/summarise the line items, then export or attach the revised version.
We’ve found it useful where you need detailed breakdowns internally but only want to present a high-level summary to clients.
If it’s useful, more info here: https://invoicepolish.com
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.
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30 votes
Hi team, thank you for sharing how this feature could improve your use of Quotes in Xero.
While it takes a little work in setup, you could currently use an advanced branding theme and make changes to the docx template to remove fields you don't want shown to the customer.
Being open this isn't something we have direct plans for developing right now, however we'll continue to track the appetite her and share if there are any updates.
An error occurred while saving the comment Tom David
commented
Hello team, touching base as we are Xero users too and had this problem - it lead us to build Invoice Polish to solve this, and some other invoicing issues like users wishing to hide and group invoice line items to hide details from clients. Works for both quotes and invoices.
Simply login with new credentials or with your xero login, connect your organisation, and off you go. Its free to try and the login process uses Xero's own Oath2 portal to keep everything secure.
All your invoices and quotes stay in xero with their detailed account breakdowns - the changes you make with Invoice Polish do not affect your Xero invoices / quotes in anyway. There's an explainer video on the main page - love to hear your feedback if you think we are missing anything.
An error occurred while saving the comment Tom David
commented
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.
For anyone following this thread — we ran into the same limitation in Xero around not being able to hide or group line items to simplify our invoices to clients, so we built a tool to work around it called Invoice Polish
The web app reads your existing invoices and lets you group or summarise line items (manually or automatically), preview a cleaner client-facing version, export it as a PDF, and optionally attach that PDF back onto the original invoice in Xero.
Important point: it doesn’t modify any accounting data in Xero. Your detailed line items stay exactly as they are for reporting, and this just creates a cleaner version for clients.
Typical workflow is: connect your Xero org, select an invoice, group/summarise the line items, then export or attach the revised version.
We’ve found it useful where you need detailed breakdowns internally but only want to present a high-level summary to clients.
If it’s useful, more info here: https://invoicepolish.com - and would love to hear from you if you have any further suggestions.
Best,
Tom