Hide billing lines
After receiving our PO w a freight line, in order for us to track the cost of freight on a billing and not charge the customer on this line, we add a freight line to our sales order so the cost of freight pulls in on the billing; this is a -0- sell to the customer on this line, so we would like to hide the line. Is there a way to hide billing lines from printing on the invoice to the customer?
Unfortunately, there's is no easy way "out of the box". But it is possibe to design a custom invoice template that will hide designated billing lines.
The two main methodsI have seen it done is with a document generation tool like Conga Compser, or via a custom Visualforce page to replace the Accounting Seed template.
If your company is already using Conga or something like it, this is probably the easiest/most affordable way to accomplish what you want. If it is not, incurring a monthly license fee just for a custom invocie template probably isn't worth it, and you might explore the new visualforce page route.
A new visualforce page is something a developer needs to put together, and it can require a decent chunk of hours; I've seen estimates of 15-30 hours, but once it's done, it's yours.
If you're interested in talking through the options with someone, you can reach out to the finance and accounting team at Coastal Cloud where I work. https://coastalcloud.us/contact/. As long as you mention "Accounting Seed" in the How can we help your organization field, your message will end up in the right place ;-)
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