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.
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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Nuno Felisberto commented
How many votes will it take to get this on the development horizon? My clients are incredulous that I can 't provide something as basic as subtotals on my quotes and invoices.
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Shinelle Brand commented
We need to insert sub totals into our Invoices, it is critical to our business. how far are you in getting this done????
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Ellie Duniam commented
+1 to adding subtotals, PLEASE!
I regularly create invoices with many line items and units per line item and not having the basic feature of subtotals, means I spend a lot of time double/triple checking I have the right amounts.
The addition of a subtotal would also make this easy for our customers to view and understand the invoice.
Xero is intuitive in a lot of ways, but this is a real let down. Please reconsider adding this feature, as it seems many would benefit.
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Tom Osmaston commented
This is ridiculous. Show me any business using Xero Invoices that would not benefit from the simple addition of a Subtotal item.
Why is this not in place now? -
Gerrit Cloete commented
Is this ever going to happen? maybe I should head back to QuickBooks?
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Connie Castles commented
I would like to insert sub-totals within an invoice.
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Tu Bui commented
Its 2024 and still no subtotal on invoices?? WTF??????
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Mychal John Maltbie commented
I can't believe this is something that we still need to ask for. Subtotals have been on invoices since the beginning of invoices. This is not an obscure use case that will never be used. It seems like a basic problem to solve. Surely something that could have happened in the ten plus years since this ticket was opened.
When billing large projects, it is not unusual to have items spread across multiple categories billed to different cost centers.
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Val Orr commented
We need summaries within a Quote and be able to show Summary Totals without showing Line Items.
Also we would like the options where a Line Item is not added to the Total of the Quote.
When we invoice the Quote the line items will need to update our inventory.
As our Business has grown this has become critical.
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Anjali Grant commented
Editing in PDF is a complete waste of time - XERO is supposed to save time - that is one of your selling points.
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Rob Kilpatrick commented
Count me in on making this the next feature. Yes, it is an absolute necessity for us giving quotes with options far less with various subsections like labour, product, storage and freight etc. Come on xero, get your act together
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Tom Osmaston commented
This is utter poppycock from Xero.
Subtotals are as old as numbers themselves. How Xero can begin to think they are not required is baffling. -
William Cooper commented
Disappointing that xero can't implement a simple feature.
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Craig Thomas commented
Prices are going up but no attention to the subtotal request from Xero!!!
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PAULA GRIFFITHS commented
We use Excel spreadsheets as they can add up all the hours billed but show the times worked, as well as all the items used to build an article which items are then subtotaled but this is not ideal and we are trying to move away from Excel.
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Peter Bennett commented
Glaring omission from day one. Absolute must have.
e.g. in construction typical breakdowns are materials, sub-contractors, and labour.
Should be able to sub total accordingly. Doing this manually with a line comment is less than ideal. -
Christopher Canale-Parola commented
My company offers two different services, and it would be highly preferable to separate the two on every invoice so the clients can quickly see the breakdown of what they are paying for. As many have already mentioned I'm sure, this was extremely straightforward in Quickbooks. It's totally baffling that this cannot be implemented with ease.
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Chris Ruffin commented
Astounding!
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Rob Pennoyer commented
Thanks for the response, but this is an insultingly stupid suggestion. Manual document editing is not a workaround to addition. You know, adding numbers together, something computers are good at.
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Lizzi Smith-Young commented
Re-iterating the other comments - it's not like anyone is asking for a massive, structural change. I may have said this before but when Joiiin asked for feedback I really needed formulae and they implemented whilst speaking to me on a chat over a few days. Feels like Xero are being obtuse!