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  1. Invoicing - Allow blank lines to make groups of invoice lines

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    41 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for sharing detail of the value in this idea in the ways you invoice.

    We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.

    That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice. 

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    Dmytro Bot commented  · 

    I'm the founder of SectionTotal, an app that connects to Xero, so take this with that in mind.

    If what you need is visible groups on the invoice your client receives, it may help. You write the invoice in Xero as usual: a line with only a description as the group heading (for example "Room 104: kitchen"), the lines under it, and a line that says "Subtotal" to close the group. Approve it with a branding theme whose name starts with "SectionTotal". Your client gets an emailed PDF with each group and a subtotal under it. The same PDF is attached to the invoice in Xero, and the invoice is marked sent. Your lines, totals and VAT in Xero stay as they are.

    It's new and in beta: UK and GBP invoices only for now, and no CIS reverse charge yet. There's a free trial, no card needed.

    More detail, including the free workarounds: https://sectiontotal.com/guides/xero-invoice-subtotals