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

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    103 comments  ·  For small businesses » Business features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.

    In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.

    We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.

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    Wendy Tetley commented  · 

    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!!

    Wendy Tetley supported this idea  ·