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1. Invoices - Add subtotals

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   130 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thank you for continuing to share your feedback on invoice subtotals.

   We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.

   While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.

   As previously shared current options that you may want to explore include;

   • adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
   • exporting the invoice as a PDF and editing it externally, or
   • exploring invoicing tools in the Xero App Store that offer more extensive services

   We know these aren’t ideal substitutes, but they may help bridge the gap depending on your needs. Though this has been moved to Not in pipeline we’ll continue to reassess this idea in future planning and voting for this idea remains open.

   If there's any change in position we'll post an update to share with you all, here.

   Hi everyone, thank you for continuing to share your feedback on invoice subtotals.

   We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.

   While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.

   As previously shared current options that you may want to explore include;

   • adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
   • exporting the invoice as a PDF and editing it externally, or
   • exploring invoicing tools in the Xero App Store that offer more extensive services

   We know these aren’t ideal substitutes, but they may help bridge the… more

   Sophia Tunnicliffe supported this idea  ·  01 February, 2023
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   Sophia Tunnicliffe commented  ·  01 February, 2023  ·  Edit…  ·  delete…

   Is there anything further on this request Xero? Loads of people want this but Xero taking ages to give any feedback.
   @ Jon Huddy - yes we can do that but it's un-necessary in this day and age and an antiquated way to do it, plus wastes time. MYOB already have a sub-total feature available to use in their invoicing for years now. Xero behind the 8 ball on this feature!
   Please add this Xero!

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   Sophia Tunnicliffe commented  ·  13 May, 2022  ·  Edit…  ·  delete…

   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.

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