Hide Pricing Details From Your Customer
Sometimes when you have many Price Items which make up an overall total price, it may not be in your best interest to expose all these prices to your customer. If this is the case, you could hide the item pricing and quantity values, keeping the breakdowns hidden from your customer’s view.
The following fields may be hidden:
- Unit Price & Quantity
- Item Total (Unit Price & Quantity will also be hidden)
- Item Code
Item Visibility can be set account-wide (for new Quotes) in Settings > Quote Defaults. Item Visibility can also be set when editing a Quote (or a Template) under Quote Settings. If Item Visibility is off in your Quote Defaults, hit ‘Show All…’.
Hidden Price Item fields are marked in green.
Invoices in Xero or Quickbooks
When a quote is sent to Xero or QuickBooks as an invoice, it may be helpful to be aware of the following:
Hidden Quantities will always show a Quantity of 1
If an Item has a Quantity Hidden, Quantity will always display as 1. For example: Quantity 3, Unit Price $10. Would become: Quantity 1, Unit Price $30.
Hidden Item Total (Unit Price & Quantity will also be hidden)
Item Long Descriptions will populate into individual invoice line items with empty quantity/price/account/tax fields – for the purpose of showing information from the quote.
A single invoice line item will contain the total cost of ALL items – for the purpose of showing consolidated pricing from the quote. If Price Items have differing Sales Categories or Tax Rates, then additional items will be created on the invoice.
Hidden Item Code, always copied into Xero invoice
So long as there's an inventory item in Xero with a matching Item Code then the Item Code will always be copied through to the Xero invoice, regardless if hidden in Quotient or not.
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