Roll up messy line items into clean summaries your clients actually understand — while Xero keeps every detail for your records and reporting.
Secure OAuth through Xero's own login — we never see your password. Connect one org or many if you run a firm.
Pick an invoice or quote, then drag its line items under headers you name — "Labour," "Materials," whatever fits.
Get a polished, client-ready PDF instantly. Full detail stays in your ledger, exactly as Xero recorded it.
The roll-up lives only on the client-facing PDF. Every original line item stays intact in Xero for your records, VAT and reporting.
Roll a group up to a single line, or show its lines with a subtotal underneath — per group, on the same document. Xero itself can't subtotal by group at all.
Roll up a credit note exactly as you roll up an invoice — same groups, same rule sets, same PDF, so a correction can carry the same headers as the bill it corrects.
Group a document by dragging, then save it as a rule set. Every invoice after it is one click from the same headers, so a client sees a consistent bill rather than a new format each time.
Placeholder pricing — the final number is still to be confirmed.
For bookkeepers and business owners who want a tidier invoice.
Clearline started with a problem that's been open on Xero's own forum since 2012, with hundreds of votes and no fix: clients don't want to see every internal line item, but you still need that detail for your own books.
So we built the smallest tool that solves it properly: clean summaries for the client, full detail in your ledger, and quotes and credit notes handled exactly like invoices.
We're a small, independent team. When you email us, a person who understands bookkeeping replies.
Want a walkthrough before you connect Xero? Email us, say a little about your practice, and we aim to reply within one business day.
There is one person behind that address, so you are writing to them directly rather than to a queue.
Write on a Friday evening and you will most likely hear back on Monday. If something is broken and stopping you working, say so in the subject line.
What we can and cannot help with →