Invoices & Quotes · Reshaped

Add subtotals

Filed as “Invoices - Add subtotals”

The walkthrough

63.6 seconds. Captions are burned in; an .srt and .vtt sit beside the file.

The friction, as reported

“Because some clients are questioning and would like to see more details, and having subtotals can satisfy their needs & wants.”

Verbatim from the Xero Product Ideas board. Reproduced as a contiguous extract and checked against the harvested record.

What the walkthrough shows

  1. The same lines, grouped into three named sections.
  2. The heading row spans every column, including Qty and Price.
  3. Each section closes with its own subtotal, labelled tax inclusive.
  4. Materials carries a discounted line, so one number will not do.
  5. The section shows the gross figure and the discount separately.
  6. The three section totals sum to the subtotal already in the foot.
  7. The invoice total is unchanged at 4,299.00.
  8. Order stops being cosmetic once a subtotal depends on it.
  9. A section moves as one block, and its subtotal goes with it.

The assessment

The opportunity, in a different shape.

A subtotal with no heading is a number with no subject.

A named section carries the heading, the subtotal and the line order as one block.

The reasoning

The job is real and well evidenced: 1,056 votes across three ideas ask for parts of it. The proposed form is not the best one, for a reason that is concrete rather than aesthetic.

A subtotal without a heading is a number with no subject, and a subtotal without controlled line order is a number that can silently become wrong.

The better form is a section: a named group of lines with its own subtotal, inserted into the grid as a unit. It delivers what the purpose clause actually asks for, which is that the customer can see what the invoice is made of. It subsumes description-only lines, already Accepted at 565 votes, because a section heading is what those are being used for. It subsumes comment lines at 143. It makes the ordering problem tractable, because a section moves as one block rather than a floating row kept in place by hand. And it gives the subtotal a label to hang its tax basis on, which is the only way the tax interaction resolves cleanly.

A bare subtotal row is buildable and would film in about four seconds. It would also be the thing that then attracts 200 more votes asking to put a heading on it.

out/invoice-subtotals-full.mp4 63.6 seconds 9 captions Original idea on the board →