Using Sections

Sections group related line items under a heading. They’re useful for complex invoices where you want to break down costs by phase, category, or type.

When to Use Sections

Use sections when you have ten or more line items, when items naturally fall into groups (like “Design” and “Development”), or when you want clients to see subtotals for each group.

Simple invoices with a few items don’t need sections.

Adding Sections

Click Add Section or press Cmd/Ctrl + G. Give it a clear name like “Phase 1: Design” or “Hardware”. Add line items to the section, or drag existing items into it.

Section Subtotals

Each section shows its own subtotal at the bottom. This makes it easy for clients to understand costs by category.

Reorganizing

Drag sections to reorder them. Drag items between sections or out to the main area. Click the collapse icon to hide a section’s items while you work on other parts.

In Xero

Xero doesn’t support sections natively. When you post to Xero, line items sync with their section name included in the description.