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.
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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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Michael Ferry commented
I've been watching this string for over a year and have never seen any response from Xero. This whole feedback feature is a joke! I don't think anyone from Xero monitors this site.
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April Nollner commented
Please add this functionality ASAP!!!! At least give feedback as to WHY this hasn't been added already?
Please XERO ADMIN?? XERO SUPPORT??? XERO DEVELOPER'S????
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Jodie Smith commented
Our customers are confused bordering upset about not having subtotals on their invoices. We like Xero, but this is becoming a big issue and we're starting to look for different book-keeping programs.
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Lizzi Smith-Young commented
Please can this happen and can VAT be shown in a separate column, people always think their invoice is wrong.
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Megan Schmidt commented
This is very important as it creates confusion and irritation with our clients.
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Charista Boatwright commented
This really needs to be a feature! It seems so unprofessional if we need to send multiple invoices, when we can just send one with all the information
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Charista Boatwright commented
This is a basic feature that is really needed for giving clients good and thorough information without them having to "do the work"
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Karen Wheeler commented
Come on Xero - Missing MYOB bigtime!
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Rob Fowler commented
Subtotals in sales invoices please!
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Kellie Beaumont commented
Invoicing - The ability to see the total items added to the bill.
We invoice for hours used and it would be great to have the invoice give us a total of the line items to check it matches our time sheets.
For example we might have 3 hours for bookkeeping in 1 line, 15 hours for admin in the next, 5 hours for marketing in the 3rd and it would great great to see a total at the bottom showing 23 to check against our time tracking software quickly. -
Steve Denby commented
Necessary to group quote options and project groupings in invoices.
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Darren Mogg commented
Urgently required to clearly identify invoiced groups within a single invoice.
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Vishal Raval commented
I have clients who would like the ability to add sub-totals
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Ben Pearcy commented
We need this function to show a break down of grants offered to customers. This helps them to understand the VAT breakdown better.
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Gina Whyte commented
I have to enter a massive bill each month and without the subtotals it's really difficult for me to go back and check where I've gone wrong when it invariably doesn't quite add up each time I enter it
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Terry-Anne McPhail commented
I have a client who would like the ability to add sub-totals and an additional line after that for a contractors tax that the client will hold back. This can also be used for retention held back by clients.
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Veniamin Doychev commented
I would like add another line in the total, subtotal lines. It needs to say: "Less CIS"
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Toni Caldwell commented
Would also like this function in quotes. A subtotal, then the ability to add a margin to the sub-totalled amount please. Reckon Accounts is great at this.
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Michael Vamvakos commented
this is so silly. This is crucial i cant do any invoicing without this
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Kevin Gess commented
This should be for quotes as well.