Settings and activity
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338 votes
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…
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Brenton Bailey
supported this idea
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Function to have sub total line in the invoice.
Often I have multiple separate jobs on a single invoice that I need to separate out the cost.
It could be a selection you could make in the item dropdown column.
Once selected it would be great if you could choose an auto feature or selection feature.
Auto Add: Adds the lines above it until is reaches another "subtotal section"
Selection feature: Where you highlight the rows you want to add the subtotal for.
Naturally once the subtotal is selected in the Item dropdown, that line would not be included in the total price. It is just an information feature.
It means we will be able to greater transparency with the client.