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.
Next Article: Hide pricing details from your customer →