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  1. Invoices - Add subtotals

    339 votes

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    130 comments  ·  Invoices & quotes » Invoicing  ·  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…

    Jake McDonald supported this idea  · 

  2. Quotes - Title and Summary to flow through to Sales Invoices

    241 votes

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    119 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.

    In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.

    However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.

    We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.

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    Jake McDonald commented  · 

    This feature would be amazing for contractors and the building industry, a simple to reference the project, then a description (or in my preference two possible message boxes) where we have to make reference to plans the quote is based off, put messages of inclusions and such, ideally if this could be added to custom invoicing where one presents above the line items and one below that would save us a lot of time and hassle in the long run as we have to implement this information onto all our quotes and some invoices and have to do this outside of the software

    Jake McDonald supported this idea  ·