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Sub Totals as Invoice Lines


#1

The “convert line to comment” feature is brilliant and it’s used daily by us. But I think that a good compliment to this could be “section sub total”, so from the last comment line down. It would be very useful for when you’re quoting for many parts of a job.

So like this:

Bricks <- This exists as a comment line
Red Bricks £200 <- regular invoice line
Green Bricks £200 <- regular invoice line
Sub total £400 <- auto calculating subtotal line

Roofing <- This exists as a comment line
Truss £2000 <- regular invoice line
Tiles £5000 <- regular invoice line
Sub Total £7000 <- auto calculating subtotal line

Then totals in the footer as they are now.

Anyone +1 this?


How do I show CIS deductions on an invoice?
Show items and time subtotals separately in the invoice totals box
Adding Optional Items on an estimate
#2

Thank you for the suggestion!

As per the other topic, we’ll leave this open and see what other members of the community think of it before looking into it further.


#3

It would be a “nice to have” for use. Probably +0.5 rather than +1


#4

It would also be nice to put sub-totals in, for example we do shop fits so would like to quote per area or an item that is made up of component parts can be shown as a subtotal price grouped together…


#5

This would be very useful, and might help with showing CIS aswell


#6

We’ve just created two new invoice line options to allow PDF page breaks and grouped sub-totals.

Invoice and estimate line settings

I’d be interested to hear any feedback on this.


#7

Hi Glenn

Feedback as requested:

  • Thank you so much for this! This has really tidied up our quotes and invoices.
  • It would be amazing to have both page breaks AND subtotals. Subtotal first, then page break?
  • Is it possible to have these tallied up in the totals block - maybe give names to the subtotal groups?

Once again, thanks for the continued improvement on the one piece of software that has changed the way we run our business.