Invoice - Show and calculate margins on sales quotes and invoices
Calculating both quotes & invoices, and showing a margin based on unit cost and price, and also setting a price based on a required margin.
Purpose: save time when checking and calculate the costs.
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Keith Hutchinson commented
I first requested this about five or six years ago I think. The discussion thread is still going. We add wholesale purchase costs in Product and Services so the background info is already loaded within XERO.
If we're selling multiple items and services we don't necessarily want to add a blanket discount. We need to see profit dollars on each item. We need to be able to see that each item is profitable, but also need to see if there's room to move on price without having to use a quoting app or open an excel file to calculate it separately.