Settings and activity

1 result found

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

   170 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   81 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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

   An error occurred while saving the comment
   Anita Hattrill commented  ·  01 February, 2023  ·  Edit…  ·  delete…

   Please add this facility. We're currently entering 2 invoices; one to the customer without stock itemised, using Suspense code, and then a zero invoice selling each individual stock item and cancelling the total through Suspense. Even hiding the price and/or stock number would help.

   Save Submitting...
   Anita Hattrill supported this idea  ·  01 February, 2023
   An error occurred while saving the comment
   Anita Hattrill commented  ·  09 August, 2022  ·  Edit…  ·  delete…

   Very important. We are doubling up to achieve this. Doing 2 invoices, one for our business with each product/service line (and offset to Suspense to create Nil invoice), then one for customer using Suspense code with story and subtotals.

   Save Submitting...