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  1. Sales - Export invoice totals due

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    6 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly M (Community Manager, Xero) responded

    Hi Stewart, is there a way you see the export being more helpful for you. For example would you be looking for a summary of each invoice? The Receivable Summary and Detail reports maybe useful for this sort of view and can be exported.

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    sam konstas commented  · 

    Export reports that repeat line items feel a lot like order breakdowns in food retail, where each modifier or add-on appears as a separate row even though it belongs to a single purchase. A practical fix is grouping by invoice number first, then summing only the unique document total rather than each row amount, similar to how a POS system consolidates drink size, syrup, and extras into one payable figure on a receipt like the Caribou Coffee Menu at https://usamenuhub.com/caribou-coffee-menu/ experience. That way the export still keeps detail for auditing, but the payable balance reflects the real outstanding amount instead of an inflated calculation.