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.
AdminXero Team
(Admin, Xero)
shared this idea
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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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!
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Jodie Smith
commented
We will also be switching platforms because of this. Subtotals are a basic requirement of our business.
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Leeroy Swanepoel
commented
Xero are ******* useless, it's as simple as that.
We will be switching to MYOB as soon as we can. The WORST decision our business made was starting a Xero subscription.
The fact that subtotals are not even in the pipeline at this stage of this so-called "global product" is appalling - what a joke... -
Christine Sawler
commented
Seems sad that Xero is so intuitive in some areas, yet in what seems to be a basic function, we are told to use workarounds.
Disappointed to say the least.
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Michael Woodhead
commented
Adding a Sub-total option is such a simple coding change.
Why should your customers be paying top dollar for an accounting platform that lacks such a simple, basic function with the company's position being to offer a "work around"!!!
I don't want to spend time finding "work arounds" - I want a product that works!!!
What a slap in the face!!!?!?!!!
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Michael Skarbek
commented
It's hard to call Xero innovative when the basics aren't being met. Subtotals are a BASIC essential function. Come on, guys.
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Kaye Hayes
commented
Client needs to have sub total for clarification of the amounts when quoting for cabinetry items in a whole house job
Come on Xero - client may leave this program as they can get this feature in QBO !!! -
Chris Ruffin
commented
I think Xero should consider the infuriation factor in addition to the number of votes. There might be less votes than some of the others, but for the ones that are missing the feature, users are bewildered about how such a basic feature can go unimplemented for so long.
Words like ridiculous, boycott, switch, “why on earth” should carry some weight.
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Neville Gardner
commented
A sub total feature is such a simple but effective feature to have with invoices and quotations. QuickBooks have this feature . . .I used to be with QuickBooks but my Accountant convinced me to move to Xero . . .such a big mistake.