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Invoices - Add subtotals

Ability to add subtotals in the invoices.

Purpose: Because some clients are questioning and would like to see more details, and having subtotals can satisfy their needs & wants.

246 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminHannah G (Admin, Xero) responded  · 

Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.

As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.

In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers here.

We’ll be sure to update you here if there’s any more news on this suggestion.

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  • Beyers Barwise commented  ·   ·  Report

    Please Xero! We've convinced a client that Xero is the best software. He is unhappy that expensive software lacks basic features.

  • Agnese Putnina commented  ·   ·  Report

    Are there any apps that hat can provide invoices with subtotal lines? Please share if you are using some.

  • Ihab Darwish commented  ·   ·  Report

    Adding subtotal for materials and labor is no brainer feature. This is a critical option, please.

  • Alex Hasker commented  ·   ·  Report

    Make sure when the Subtotal feature is implimented its applicabel to quotes AND invoices please

  • Sheba Alury commented  ·   ·  Report

    Adding subtotals to an Invoice should be a basic requirement, Xero please make this happen!!

  • David Lloyd commented  ·   ·  Report

    This is a feature we would like and would be very helpful! Please get working on this!

  • Tracey Duffy commented  ·   ·  Report

    Any progress on this becoming possible? It would be very handy.

  • Tom Osmaston commented  ·   ·  Report

    PLEASE add Subtotals to Invoicing! It's ridiculous to not have this feature.

  • Craig Loxley commented  ·   ·  Report

    A lot of these basic features missing from Xero kinda makes me regret moving from MYOB.

  • Tracey Little commented  ·   ·  Report

    Oh My! I've just scrolled down after posting my comment and I just want to Like Like Like all of them. Cmon XERO... get moving with this please or it will be ZERO subscription from me !

  • Tracey Little commented  ·   ·  Report

    The workaround is not realistic. Especially if I am invoicing clients that require a sub total within the invoice on a monthly basis. Currently I am creating these invoices in Word, but it needs to be more streamlined. Please add a Sub Total option mid invoice. That would be great. The better work around is create 2x Invoices. This is what I am going to pose to my client. Hopefully they will be fine with this.

  • James Apps commented  ·   ·  Report

    I left quick books because I was told it wasn't as good as Xero and my accountant prefers Xero. But at least quickbooks had a subtotal function. I'm inclined to go back to them.

  • Grazia Gargiulo commented  ·   ·  Report

    I think suggest to customers to edit pdf is really not listening to your customers, in particular because you are a global business you should jump to this.

  • Thinus Du Preez commented  ·   ·  Report

    I am astonished, to say the least. We moved from Reckon Hosted to Xero, and this is one of the features we use daily and multiple times. Subtotals are an essential functionality of any accounting system. For a company the size of Xero to lack this feature is beyond belief – it's very poor.

  • Michelle Kneale commented  ·   ·  Report

    What the?? What a poor excuse for not having the most basic feature of calculating. Why would you send your customers to PDF or other Apps?? Apparently Xero is the premium accounting software...the more i use it the more frustrating it is. No subtotals, why do quote and invoice numbers have to be different for the same job when accepted? Recurring transactions simplified...a few things that MYOB has covered for the user.

  • Joseph Siebert commented  ·   ·  Report

    My business needs to be able to provide subtotals on quotes - my customers do not want multiple quotes for each section of a project!!

  • Neal Morton commented  ·   ·  Report

    Please ADD Subtotal Features. This may be a deal breaker for us.

  • Accounts TestIntel commented  ·   ·  Report

    Cannot believe that such a tiny function still not been added after 12 years! Seriously? Please add this subtotal features ASAP as it is obviously a easy to achieve thing and critical to all invoice users!

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