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Community > Feature Requests >
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Vote
Invoicing: Add subtotals
Started by Simon Taylor - in Feature Requests | Not planned
Would love to be able to add subtotals to invoices. For example, have a few invoice lines, a subtotal, some more invoice lines, a subtotal, etc. I currently have to provide a separate spreadsheet showing the info my client wants to see.
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Official Xero Reply
Just wanted to jump in here and let you know that we have no plans to introduce subtotals per groups of line items at this stage. Understand for those on this thread it's a must-have and we're definitely keeping our eye on this to see if interest grows. Right now we're working on a few other features and updates that have a higher demand. We do have pride in our product but we just cannot physically work on everything at once (great if we could!!) and have a tough time weighing everything up so votes and feedback from you helps!
+1. In our situation we'd want to subtotal the labour, then subtotal the disbursments.
Am currently assessing xero invoicing for system selection purposes and the fact that Xero doesn't appear to be able to provide separate subtotals for labour & materials on an invoice will sink it as an option. Is there a workaround?
To add to this - if the individual items that would create the subtotal could be hidden (displaying in the subtotal only) I think it would be useful to many services.
Thanks for the feedback on this so far. At the moment, there are no plans to introduce this and no way to achieve it in Xero.
We’re really keen to hear from more users who would find this useful though, so please keep the feedback (and votes!) coming – the more detail the better. Thanks again.
We’re really keen to hear from more users who would find this useful though, so please keep the feedback (and votes!) coming – the more detail the better. Thanks again.
Agree. We have item invoices sometimes 20+ lines long and often need to add a subtotal in the middle. This would save us lots of time manually calculating. Thanks
This would definitely be helpful for me. I used this feature all the time in MYOB before converting....and am finding it really difficult not having this feature. Clients are questioning why I don't have this on our invoices anymore.
We have detailed invoices that show the work done and materials supplied each day on construction jobs. Subtotals was a great feature on MYOB and we are finding it very frustrating not having this feature in Xero. Please add it if it's possible.
Without subtotal we can't use the invoicing since we have service items where we give an early payment discount on the subtotal and we have expenses, where we do not give a discount since they are already net.
I have two construction industry clients - both requesting this feature. They need to be able to subtotal labour and materials before CIS deductions for clients and are currently having to produce invoices in Word to keep their customers happy.
Please can this feature be added.
Please can this feature be added.
If you've posted a comment on this feature request but haven't voted for it, please come back and add your vote. That will then double the number of votes for this request. And if you know of other people or businesses who would also like this feature, please encourage them to vote and add a comment too. The more votes this request gets, the more the Xero team will appreciate how important this feature is to their customers. Thanks.
Guys, we really need to be add subtotal and discounts as we go in mulitple parts of our invoices. This is how invoicing works, it must be a fundamental part of your software. I shall have to review if we can use your software since it lacks such a basic function. Not having a PO field is another oversight which is hard to understand.
Hi Simon, just on the above, do you have updates on when this feature is coming? If it's not in the pipeline then I'll have to move if it's coming soon then we'll see what we can do to wait. We really don't need to vote on this sort of thing, it just needs to be there.
Hi Steve. Sorry, I don't work for Xero. I'm the guy that created this feature request. I then encouraged everyone who had commented to also vote. You should vote too. In a sea of feature requests, it's the ones with votes that rise to the top and get Xero's attention and development resource.
Me too. This seems like it should be standard functionality. I have complex billing that can be summarised easily with sub-totalling - I just can't get it onto the invoice! C'mon Xero please help us out
This is still a major function required by my company. To be able to create single invoice 'items' that are subtotals of a group of Xero items (and ability to 'show subtotal only').
Similar to the functionality of the 'report' customisabilty - so hoped it wouldn't be a massive step to make.
Please prioritise this.
Similar to the functionality of the 'report' customisabilty - so hoped it wouldn't be a massive step to make.
Please prioritise this.
Not sure why we have to ask for this... it's a bit like saying I'd like wheels with my car please
Hi Lisa, Samuel & Steve. Thanks for your comments. If you haven't clicked the vote button, please do so. The more votes, the more attention this request gets.
I would give this all my votes if I could - sadly not - and can't believe this is not required by more people. I thought the topic of this vote may be too vague to illustrate the required element or possibly even multiple vote topics have been made alluding to the same problem.
Surely the ability to, for example create an invoice charging a customer for an item - and hiding that this item could be made up of cost price + margin is among one of the most widely required features of any invoice? Maybe I'm wrong.
Surely the ability to, for example create an invoice charging a customer for an item - and hiding that this item could be made up of cost price + margin is among one of the most widely required features of any invoice? Maybe I'm wrong.
Your not wrong, this just need adding, if no other reason than pride in your product, it doesn't need voting for
Agreed. I'm a CPA with multiple clients requesting this (BUT I can only vote once). I'm finding it as a granularity issue - clients want to be able to track components of products (such as a physical product + service cost), but do not want their customers to see the breakdown.
Completely agreed with the comments above, this functionality is key to several of our clients within the Practice.
Official Xero Reply
Just wanted to jump in here and let you know that we have no plans to introduce subtotals per groups of line items at this stage. Understand for those on this thread it's a must-have and we're definitely keeping our eye on this to see if interest grows. Right now we're working on a few other features and updates that have a higher demand. We do have pride in our product but we just cannot physically work on everything at once (great if we could!!) and have a tough time weighing everything up so votes and feedback from you helps!
If not subtotals, then a system to handle CIS for UK contractors/subcontractors would be high on priorities - it would be one up on FreeAgent at least...
Merged: Sub-total
When creating an invoice, It would be nice to be able to sub-total the lines above the sub-total line (up to any previous sub-total line).
For example, I have 2 lines of hardware, and 2 lines of software. I should very much like to list a subtotal of the hardware and then the software.
Eg:
Hardware line 1 qty 2 price £3.20
Hardware line 2 qty 3 price £6.40
Hardware Subtotal price £9.60
Software line 1 qty 1 price £5.00
Software line 2 qty 2 price £10.00
Software Subtotal price £15.00
Total Price £24.60
I would anticipate this working by entering a line item with the "Item" being "Subtotal" and the total column being totalled up from the rows above it (stopping when it finds another subtotal).
Should be easy to implement.
Alternatively, auto-generate sub-totals from each unique set of items in the "Item" column.
When creating an invoice, It would be nice to be able to sub-total the lines above the sub-total line (up to any previous sub-total line).
For example, I have 2 lines of hardware, and 2 lines of software. I should very much like to list a subtotal of the hardware and then the software.
Eg:
Hardware line 1 qty 2 price £3.20
Hardware line 2 qty 3 price £6.40
Hardware Subtotal price £9.60
Software line 1 qty 1 price £5.00
Software line 2 qty 2 price £10.00
Software Subtotal price £15.00
Total Price £24.60
I would anticipate this working by entering a line item with the "Item" being "Subtotal" and the total column being totalled up from the rows above it (stopping when it finds another subtotal).
Should be easy to implement.
Alternatively, auto-generate sub-totals from each unique set of items in the "Item" column.
+1 for subtotaling within the invoice, migrated from MYOB and shocked a simple feature was missing.
Hi Catherine, what other features have a higher demand? Quotes? We'll you're not doing those either? Are people REALLY asking for Facebook and instagram integrations before these, I seriously think not. Please credit our intelligence, the hipsters in your dev team are making what they want to make to look cool not what your users need
Hi Steve. We definitely are going to do Quotes but right now as you’re probably aware we’re focussing our efforts on creating an improved reporting framework.
We do encourage you to keep voting (+1s aren’t counted) as this is what we use to monitor user demand, but there are many other more popular requests.
We do encourage you to keep voting (+1s aren’t counted) as this is what we use to monitor user demand, but there are many other more popular requests.
Why are you wasting your time on ridiculous things like 4 decimal places and you still Cannot provide us with the ability to have Subtotals so an invoice can be sectionalised without using a calculator and doing it manually???
I am having to still use MYOB because you can't add this simple feature.
I am having to still use MYOB because you can't add this simple feature.
This feature would be very useful. It is the only thing stopping my client transferring all his invoicing over to Xero!
This should be a simple thing to implement and would save so much angst explaining to the client. We always quote fees plus disbursements and it is vital to be able to sub-total those on an invoice. Gobsmacked that this basic feature in MYOB is not available in Xero
How many replies are required to change your interest in wanting to do this. I am very keen for this to happen, 4 decimal places is a good feature, however has only made me 72 cents extra income so far. If I can break down the quote and the invoice with subtotals, I believe that i can generate heap more income. 50 People have voted for this feature. at least $30,000 of income per year are asking for this feature. Not to mention the people that just accept that they can't do subtotals. At the moment I have to add up the the totals with calculator. Then add a blank line. Having a simple function to add would be great. Here is an example that it can be done.
http://help.myob.com.au/ar2014/sales_lines.htm
http://help.myob.com.au/ar2014/sales_lines.htm
I believe its essential to have a subtotal especially when you charge admin fee.
Unfortunately there is no option for admin fee either in the Xero program!!
Its so basic for invoicing and yet Xero does not have it.
It should be a priority and a good example is the MYOB program for invoicing which is better.
The Xero programmers or whatever should have a look at that for ideas!
Very disappointing.
Unfortunately there is no option for admin fee either in the Xero program!!
Its so basic for invoicing and yet Xero does not have it.
It should be a priority and a good example is the MYOB program for invoicing which is better.
The Xero programmers or whatever should have a look at that for ideas!
Very disappointing.
agreed.. im blown away you can't do this. its such a basic invoicing feature. especially in cases where you want apply a line item discount to a portion of an invoice. every real invoicing system ive ever worked with allows this ... you create some line item entries, do a subtotal, then on the next line enter a discount which would apply to the subtotal (previous line).
how can there be "no plans" for such a basic, common, and competitively standardized feature?
how can there be "no plans" for such a basic, common, and competitively standardized feature?
Hi Jasen unfortunatly it will come but in about 4 years time which seems to be the normal dev window for business user essentials. If it was an accountants essential (who Xero sell through) it would be more like 3-6 months. We've only just had confirmation that there will be quotes coming this January, that's right, quotes, when I buy my next car I wonder if I should ask if it comes with wheels?
I would have to agree with you Steve. Xero excels as an accountants tool - which I acknowledge is the core product. But seem slow to support it's actual / potential 'end' business users who want to connect directly with their own accounts - surely a more forward thinking product.
There is a now a tool which can provide subtotals in Xero invoices, etc. You can find an example of using it for subtotals on this page: http://www.goflagship.com/products/fspprobsolv.htm
Just to keep awareness of this issue up - and an observation. I believe the introduction of 'quotes' is a movement for Xero away from it's core 'tool for accountants' and into a 'tool for business'. This is good, but following in this direction, this Post's issue must follow... the ability for a business owner to add items to an invoice - not fully visible on the customers invoice. ie. Only a Sub-total visible - made up of multiple Xero 'accounts'.
I have spent months of spare time setting up XERO and a hire plug in for it and will be ditching them both. MYOB Premier at least has consideration for what the end user wants. Correct me if I'm wrong but I would have thought there would have been more small businesses out there than accountants. No quotes and no subtotals no me.
Hi, we also have clients who require subtotal lines on their invoices as they split their invoice per day and submit weekly.