Reduce decision fatigue and the feeling of being “nickel & dimed” by showing your Clients fewer numbers.
Creat a Subtotal Group
To create a Subtotal group, head to the Orders icon in the upper left corner of your browser window.
Select the pertinent Order from the column on the left.
Select the “Line Items” tab.
Click the green “Edit Order” button.
To Subtotal a group of Items, all of the Items need to be contiguous.
To create a Subtotal group, select the first Item in the grouping.
Press and hold the “Shift” key on your keyboard while selecting the last Item in the grouping. This will highlight all of the Items between the first and last Items.
Right click on the highlighted grouping.
Select “Subtotal Group.”
A new SUBTOTAL Item will appear below the last Item in the group.
You’ll also notice in the “Display Price” column that all of the individual prices have been hidden.
The subtotal for the group will display in the “Display Price” column under SUBTOTAL.
Click the green “Save Order” button.
Now select the “Invoice PDF” button.
On the Invoice PDF, you’ll notice that the Price & Total columns have been hidden for the Items in the subtotal group.
At the end of the grouping, there is a new line displaying the subtotal for the group.
Consider adding Bold Headings or Heading Items above a grouping to differentiate your Subtotal groups.
Removing a Subtotal
To remove the Subtotal from a group, select the SUBTOTAL Item and click the “Delete Selected Line Items” button.
This will remove the SUBTOTAL Item and display the individual Line Item pricing in the “Display Price” column once again.
Editing a Subtotal Group
If you want the Subtotal price to be a specific amount:
- Edit the Unit Price for each of the individual items in the group to add up to the desired Amount. This is the recommended way to keep usage accurate for Reporting & Metrics.
To remove an Item from an Invoice that is in a Subtotal group:
- Simply select the Item and click the “Delete Selected Line Items” button. This will delete the Item and update the Subtotal display price.
To move an Item out of a Subtotal grouping:
- Delete the SUBTOTAL Line Item, drag the Item to its desired placement outside the grouping, and Subtotal the new grouping.
To add an Item to an existing Subtotal grouping:
- Delete the SUBTOTAL Line Item, drag the Item to its desired placement in the grouping, and Subtotal the new grouping.
Interested in completely hiding individual Item Pricing on Invoices? Check out Hide Line Item Pricing.