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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…
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Tom David
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An error occurred while saving the comment Tom David
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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 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).