Subtotals

Subtotals are a great way to group sections of a Quote. They are especially helpful on longer Quotes, making them more ‘digestible’ to your customers.

Inserting a Subtotal will display the sum of all Price Items of the same type above it. 

To apply a Subtotal below an Item hit the '+' icon and select + Subtotal.

 

Some points to note:

  • If you add a Text Item between two Price Items, this will break the calculation for the Subtotal that follows.
  • Subscriptions will display a subtotal for each different frequency/term that is used, e.g. monthly and yearly costs.
  • Subtotals are ignored when an invoice is created in Xero/QuickBooks etc.
Was this article helpful?
2 out of 2 found this helpful
Follow
Have more questions? Contact Support
Powered by Zendesk