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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.

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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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  • Toni Caldwell commented  ·   ·  Report

    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.

  • Michael Vamvakos commented  ·   ·  Report

    this is so silly. This is crucial i cant do any invoicing without this

  • Jen Farmer commented  ·   ·  Report

    Ability to add subtotals to Quotes also required

  • Michael Ferry commented  ·   ·  Report

    This has been going on a long time, you'd think we're asking to reinvent the wheel

  • Laura Butler commented  ·   ·  Report

    This would make my life as an accountant SO MUCH EASIER please Xero I'm sick of hearing how Quikbooks can do it!!

  • Craig Thomas commented  ·   ·  Report

    There's already enough reason to add this functionality based on the posted comments. I will chime in only to join the many for all the same reasons. Our clients will be happy which makes us happy and happy means we stick with your product.

  • Clayton Derix commented  ·   ·  Report

    Subtotals are a must with our invoices as we need to differentiate the labour and parts components for each invoices as per customer requests, not being able to do this is frustrating

  • Frances Refalo commented  ·   ·  Report

    Subtotalling section of invoices is a must with NDIS services, they will not pay the invoices without it being in the format they want.
    This means my client can not invoice his clients and will not be paid. If sad to see MYOB and QuickBooks both have this facility but Xero hasn't

  • Karen Wheeler commented  ·   ·  Report

    Cannot believe that Xero is missing the simplest but critical things required. Trying to push a product where one size fits all is going to hurt their model. Going to MYOB account right if not fixed soon.

  • Rob Pennoyer commented  ·   ·  Report

    You know -- subtotals. You'd have to write some kind of crazy algorithm to "add up" the lines above the subtotal. I hear they have this kind of technology at Tesla.

  • Suzanne Diamond commented  ·   ·  Report

    Our customers like to see subtotals for each product set so this is very important as they split it out to different business units. Please include this on next update.

  • Michael Woodhead commented  ·   ·  Report

    Zero,

    Could you please hurry up and add this stupefyingly simple function!

    Thanks

  • Susan Lee commented  ·   ·  Report

    Subtotal is very useful for most of invoices, hopefully soon.

  • Sophia Tunnicliffe commented  ·   ·  Report

    We also like to be able to subtotal sections in xero invoices like we did in myob. It is extremely useful for contracts and different categories relating to expenses, material costs , p and g, etc . Hopefully soon.

  • Jodie Smith commented  ·   ·  Report

    We require subtotals for different product categories, like a labour subtotal, parts subtotal, etc. Thank you!

  • Emma Goodin commented  ·   ·  Report

    Aside from subtotals (which we require so that the upgrades are a separate pricing total). I would also like to be able to setup Progress Payments - the system only currently allows 1 deposit per invoice - I'd like 1 invoice, 4 Progress Payments.

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