Total amount on Quote confusing to customers when using multiple pricing options
Our Pricing is per month and we charge a one time setup.
Invoice happens once per year (See screenshot)
The total amount as mentioned on the quote is quite confusing for customers.
My suggestion would be to make it an option to hide the total amount in quotes.
I am aware that a suggestion for a fix has already been done in this thread but since that covers more topics I would like to isolate this RFC here. (*Ability to remove or adjust the total shown (in the case of multiple pricing options for one component).
Yes please, We desperately need more customisation options on the price listing.
We already have the option to add terms and payment types (recurring v/s one-time fee). The Total should either represent the total amount on the yearly/monthly invoice. Or be flexible and editable.
Now it's confusing when they receive an invoice with a different total amount.
Yes, I am working in Sales as well and customers see this as the total amount. Which is quite misleading as it is not. Hopefully, the request below can be realised!
I agree with the rest of the posts. we need to be able to customize the quote more, our company sends out different product options as a quote for the customer to choose from, if you total it up, it gets confusing. we end up sending multiple one line quotes to some customers.
However our services have a setup fee (one time fee) and a monthly cost (recurring fee for 3 years).
When we create a quote we have the sub totals accurate reflecting the one time fee and monthly fees but the Total at the bottom of the quote shows only the one-time fee and 1 month of service added together.
Is there a way to turn off the total or edit the way it calculates. We would either want it to show the total cost over the term (one-time fees + monthly fees of each line item for their term)
I concur, without seeing the annual total, the quote aspect is not useful. Especially when doing multi-year contracts. I want to see Y1 and Y2 total expenses, not just M1.
100% agree. The total as of today is very misleading. Our workaround has been to add the right total or explain what "Total" actually repreesnts in the "Comments" section, which is very counter intutive. Either enable us to hide toe "Total" or offer more customisation.
Issue 1 is that this lline item is being read as the amount payable for the 11 months, not per month.
Issue 2 is that this is not the total, it's merely the monthly total inclding taxes
Nowhere on the quote is there the total that the PO has to be raised for.
Currently we're faced with putting the amount in the comments (which is backward), or carrying on using Xero, and having to maintain the deal values in tandem.