Subtotals allow a subtotal price to be shown for a group of items on an invoice.

 

Using Subtotals, discounts can be applied to the overall invoice amount or to a subset of the items on an invoice.

 

For more information, see:

 

 

 

Showing a Discount on the Overall Invoice Amount

 

To set an overall discount on an invoice, do the following:

 

1. At the end of the invoice, insert a Subtotal Item by selecting <Subtotal> in the Item dropdown field as shown in the following picture.

 

insert-subtotal

 

2. Then enter a discount on the line following the new subtotal.

 

In this case, a discount of -10% has been entered on the invoice:

 

insert-discount-after-subtotal

 

Note: As well as entering discounts manually on an invoice, you can store standard discount details for selection via the Item dropdown. Read Products & Stock Control for more information.

 

3. Save and close the invoice.

 

 

Applying a Discount to a Group of Invoice Items

 

To apply a discount to a group of items on an invoice, do the following:

 

1. After the items you want to group, insert a Subtotal item by selecting <Subtotal> in the Item dropdown field as shown in the following picture.

 

insert-subtotal

 

Note: If you want to insert invoice items BETWEEN items already on an invoice, select an existing item and use the Add button in the toolbar.

 

2. Then enter a discount on the line following the new subtotal.

 

In this case, a discount of -10% has been entered on the invoice:

 

insert-discount-after-subtotal

 

Note: As well as entering discounts manually on an invoice, you can store standard discount details for selection via the Item dropdown. Read  for more information Products & Stock Control

3. Then continue to add items to the invoice.

 

discount-on-group

 

The 10% discount above is only applied to the items preceding the Subtotal.

 

 

Applying Different Discounts to multiple groups of items

 

When a subtotal item is added to an invoice, the subtotal only includes items up to any previous subtotal item AND excludes any discount applied to the previous subtotal. This allows different discounts to be applied to different groups of items on the invoice as shown in the following picture.

 

multiple-discount-groups

 

 

Nesting Subtotals

 

If a Subtotal item on an invoice is preceded immediately by another Subtotal item or by a discount applied to a subtotal, the Subtotal will include the total values of the previous subtotals.

 

nested-subtotals

 

Using the Subtotal item on an invoice allows great flexibility in setting discounts on groups of items, then creating larger group of separately discounted groups and setting discounts on the larger group if needed.

 

See Also

 

Editing an invoice

Editing a quote

Subtotals