Duplicating a Xero invoice for the next job is common — same client, same structure, a few details updated. If the original invoice already had keyword tags on its line items, every grouping decision you made the first time is still there. One click in InvoicePolish, and it's all grouped again.
When you duplicate an invoice in Xero, every line item's description copies across exactly as it was — including any keyword tags like #MATERIALS or #LABOUR. There's nothing to remember and nothing to re-type; the tags that told InvoicePolish how to group the original invoice are already sitting on the new one.
Adjust the amounts, dates and any line items that changed for the new job directly in Xero, the same way you always do — InvoicePolish isn't where those edits happen. Whatever you change in Xero reflects in InvoicePolish automatically, even on line items that are already grouped, so an updated price or description still comes through correctly without breaking the grouping.
Once the invoice looks right in Xero, open it in InvoicePolish and click "Automate Groups." Every line item sharing a tag groups together instantly, the same way it did the first time — no rebuilding groups from scratch, no remembering which item belonged in which section.
A tag like #MATERIALS or #LABOUR exists purely to tell InvoicePolish how to group a line — it's not something a client is meant to see. It never appears on the generated PDF, whether you download it or attach it to Xero: a line item tagged "#MATERIALS Copper fittings" simply prints as "Copper fittings."
Inside the editor, a toggle called "Hide Grouping Word" controls whether you can see the raw tag while you're working on the invoice — it's switched on by default, so what you see already matches what the client will. Switch it off if you want to check or adjust tags before grouping; switch it back on when you're done.
No. The generated PDF always strips the tag from the description, whether you download it or attach it to Xero. Only the rest of the line item's description is shown.
Yes — switch off "Hide Grouping Word" in the editor to reveal the raw tag text on each line item, useful for checking or adjusting tags before clicking Automate Groups.
No — that's the advantage. Tag them once, and every future duplicate carries the same tags, ready to group again with a single click.
Set up your keyword tags today, then let Automate Groups handle every future job.
No disruption to your Xero account. Cancel anytime.