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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

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   Charista Boatwright commented  ·  01 February, 2023  ·  Edit…  ·  delete…

   Xero, i am sure you can see how important this is to us, your users. Why on earth would you not implement this? Please give this the attention it deserves...WE NEED SUBTOTALS!

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   Charista Boatwright commented  ·  17 January, 2023  ·  Edit…  ·  delete…

   This really needs to be a feature! It seems so unprofessional if we need to send multiple invoices, when we can just send one with all the information

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   Charista Boatwright commented  ·  17 January, 2023  ·  Edit…  ·  delete…

   This is a basic feature that is really needed for giving clients good and thorough information without them having to "do the work"

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   Charista Boatwright supported this idea  ·  17 January, 2023