Recurring invoices are created using the original invoice as a blueprint or template for future invoices. If this invoice remains with an unpaid balance, it will continue to show on the Dashboard under the Outstanding Invoices panel.  In these situations, the Hide Invoice button will exclude an invoice from all the reports and sales reporting, the Dashboard and Xero.

Hiding invoices is particularly useful if your clinic uses treatment programs, packages, or membership services. You would want to hide the invoice for the full total amount, but you will record and report on the individual payments (such as weekly or monthly payments, or instalments) paid by the patient.

To hide an invoice from the Dashboard or from reports, and from Xero, open the particular invoice, and locate the Hide Invoice button on the top navigation bar.

Click on the Hide Invoice button to prevent this invoice total appearing on the Dashboard, reports or Xero.