Invoice by room in Xero, with a subtotal for each room
On a refurbishment, clients want to see what each room cost. Xero can list the lines room by room, but it shows one total for the whole invoice. SectionTotal adds a subtotal under each room: you type a line that says "Subtotal" after the last line of a room, and your client gets a PDF with the kitchen, bathroom and hallway totalled separately.
What you can do in Xero alone
- A heading line per room. A description-only line such as "Kitchen" before its lines. Easy to read, no subtotal.
- The room in every line. "Kitchen: tiling", "Kitchen: labour". Still one total, and long descriptions.
- One invoice per room. Right totals, but more documents, numbers and payments for the client.
- Tracking categories. Useful for your own reports, but they don't appear as subtotals on the invoice.
How to do it with SectionTotal
- In Xero, put each room's lines together: kitchen, then bathroom, then hallway.
- Start each room with a line that has only a description, such as "Kitchen": it becomes the room's heading on the PDF. After the last line of the room, add a line with the description
Subtotal. - Choose the SectionTotal branding theme and approve the invoice.
SectionTotal builds the PDF, emails it to your client and marks the invoice as sent in Xero. Lines, VAT and the total in Xero stay exactly as you entered them.
Good to know
- Rooms can have any mix of labour, materials and VAT rates; each line keeps its own VAT.
- The same works by site, by phase or for labour and materials: a section is whatever sits between two Subtotal lines.
- Your first 30 days are free, no card needed.