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  1. 7 votes

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    Jon Baggot supported this idea  · 
  2. 174 votes

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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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    Jon Baggot commented  · 

    @Tom David Nice idea but as we have hundreds of monthly invoices and it is fluid (regular scope reviews and annual fee reviews etc) getting the journals to balance and balance a clearing account would be extremely time consuming. What we are doing is posting all to our general fees account then doing one journal to estimate splits between other sales accounts - not ideal but better than nothing.
    It’s such an obvious product feature I can only assume the reprogramming is the stumbling block!!

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    Jon Baggot commented  · 

    This is applicable to us and some of our customers. As a service organisation, for internal tracking we want to split our charges between various income streams (by nominal account code) but don't want the customer seeing this as they pay an all inclusive fee.
    A simple company setting to group all line items with 'customer default' over-ride would be perfect. As mentioned already, seems very simple.
    If Xero want to improve their options for management reporting, this is a must.

    Jon Baggot supported this idea  ·