Settings and activity
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187 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…
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Opo Drainlayers
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191 votes
An error occurred while saving the comment Opo Drainlayers
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Saves confusion when invoice looks the same as the quote
Opo Drainlayers
supported this idea
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We use a summary line quote which is then made into an invoice.
We track our inventory, so when the customer has paid we have to go back in and put all the stock in to take this out of inventory.
This is very time consuming and should be able to be noted in the quote and then taken out of the inventory when the invoice is created, including adding billable items (not showing to the customer) so that the customer still gets the one liner and we have our stock taken out at the time.
The only problem I see is that the stock would need to go out at zero dollars therefore making our average price null and void, but still better than nothing.
Please help, I am getting desperate, 4 months in to my new job.