Settings and activity
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25 votes
Rounding back on the idea here it sounds like using non tracked inventory could be a solution.
In Products and services you can add items and enter a Purchase price and a Sales price for the same item.
This means you can add the marked up price for Sales and when you select the item in Quotes or Invoices this price will be reflected for the line item.
Alternatively, you could add a discount to lines of your invoice if there is a general amount or % by which you would mark up items.
Keen to hear your feedback for these options.
Christine Thomas
supported this idea
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31 votes
Thanks for raising this with us! I’m happy to say you can already do this 🙂 using billable expenses for recharge or on-charge workflows.
When entering a bill, you can use Assign expenses to a customer or project and select the customer for the relevant line items. Those costs are then recorded as billable expenses that you can recover from that customer later.
When you then create an invoice for that same customer, Xero gives you the option to add those billable expenses to the invoice. You can add them either as one line item total or as separate line items before approving the invoice.
So for examples like recharging a parking fine or other customer costs, billable expenses may already support the workflow you’re looking for. The main difference is that this doesn’t copy the full bill directly into a draft invoice. Instead, it lets you assign the relevant…
An error occurred while saving the comment Christine Thomas
supported this idea
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6 votesChristine Thomas
shared this idea
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Being able to download a bill from an email to Xero then converting to an invoice so you can modify any text that doesn't go to the client