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

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   83 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

   DEON SMIT supported this idea  ·  01 February, 2024

2. Advanced Inventory - Assembly Inventory

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   submitted  ·  19 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   DEON SMIT commented  ·  01 February, 2024  ·  Edit…  ·  delete…

   I run a one-person business. Product is assembled from multiple sub-items before being sold in a make-to-order process. Key to managing the inventory is being able to assign sub-items to the product so that when the product is sold, inventory for the sub-items is automatically adjusted. QuickBooks supports this in a basic sense using a concept called "bundles". When you assign items to a "bundle", selling the bundle results in inventory adjustment for all the individual items and only the top level bundle item appears on the invoice. It would make Xero infinitely more useful if this process could be implemented. It is a major step towards more complete BOM management.

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   DEON SMIT supported this idea  ·  01 February, 2024