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211 votes
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…
An error occurred while saving the comment Ben Harper supported this idea ·
My Thoughts
Reason for Feature Development
1. Professional Presentation for Clients
Many businesses want to present clean, summary-style invoices to clients without exposing detailed internal breakdowns (e.g., markup, subcontractor fees, individual material costs).
Currently, to avoid showing certain line items, businesses must manually merge or delete them, which complicates record keeping and audit trails.
2. Maintain Accurate Internal Reporting
Businesses often use detailed line items for internal analysis, job costing, and tracking. Hiding items from the client-facing invoice while retaining them in the backend would preserve data integrity without compromising client presentation.
3. Competitive Sensitivity
In trades, consulting, and contracting industries, line items may reveal sensitive supplier costs, margins, or proprietary service breakdowns. Hiding them prevents price shopping and protects intellectual property.
4. Industry Standards
Competitor software (e.g., QuickBooks, FreshBooks, and Zoho Books) offer “summary invoices,” “collapsible line items,” or “internal notes only.” To stay competitive, Xero should match this flexibility.
5. Enhanced Customisation and Control
Businesses increasingly demand invoice customisation. Adding this feature would improve user satisfaction, especially among trades, agencies, and firms who need tailored client communication.