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

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   84 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   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

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   Wendy Tetley commented  ·  02 March, 2023  ·  Edit…  ·  delete…

   I have the exact same issue right now - My client owns an art gallery; Produces invoices to her customer that buy the art but wishes to 'hide' the cut that the artist gets, the cut she gets and the framing fee.

   I found a small work around that doesn't help me as much as it might help others.

   You CAN hide information from the invoice but it does hide EVERYTHING under that bracket.

   Here's how:

   Download the Xero Doc.X custom invoice template

   Highlight «TableStart:LineItem»«Description»

   Right click

   Select Toggle field codes

   Highlight "{ MERGEFIELD TableStart:LineItem \* MERGEFORMAT }{ MERGEFIELD ItemCode \f ", " \* MERGEFORMAT }"

   Right click

   Select Font...

   Under effects tick the "Hidden" box

   Select Ok

   Highlight "{ MERGEFIELD Description \* MERGEFORMAT }"

   Right click

   Select Toggle field codes

   Save

   ...................................................................

   You can apply this to any box and it will hide that information! Hope it helps some people until Xero fix this super simple issue!!

   Save Submitting...
   Wendy Tetley supported this idea  ·  02 March, 2023