A Accountix·Help & Knowledge

Writing invoices·DE

Structured invoices: headers, subtotals, introduction text

Organize long invoices into sections - with self-computing subtotals, clean numbering, and a freely worded sentence above the table.

What this is for

Some invoices are lists: thirty line items of printing, postage, international mail, registered letters. Without structure that becomes a carpet of numbers. With structure it reads like a proposal: block by block, each with its own sum. Invoices in Accountix can do exactly that - in the "quantity" and "free entry" modes.

Three row types

Every table row has a type:

TypeEffect
Line itema normal row with amount and running number
Headerbold, with a rule - carries neither amount nor number
Subtotalcomputes itself and is shown in bold

In the invoice form, the buttons "+ Header" and "+ Subtotal" insert the special rows; they can be reordered like normal items. A subtotal shows its live value right in the form.

The one rule to know

A subtotal adds up all line items since the previous subtotal - not since the last header. That lets one sum span several headed blocks:

Production
1 Letters mini: 172 pcs€68.80
2 Letters maxi: 482 pcs€867.60
Subtotal€936.40
Postage
3 Domestic: 154 pcs€146.30
International
4 Maxi: 69 pcs€227.70
Subtotal€374.00

The second subtotal covers postage and international, because no other subtotal sits between them. Position numbers count real line items only - headers and sums stay unnumbered.

The introduction text

The standard sentence above the table ("as agreed, we invoice ...") can be replaced per invoice - for example: "for printing and franking services rendered from 01.06. to 30.06.2026 we invoice the following items:". Placeholders like {customFields.projekt} work inside it. The text uses the full page width.

Store it in a preset

In an invoice preset, every row has a type field (line item / header / subtotal), and the introduction text belongs to the preset as well. Combined with open quantities, the entire monthly invoice comes out of one preset: apply, type the quantities, done - structure and sums arrive on their own.

The e-invoice stays valid

Headers and subtotals are presentation, not supplies. The e-invoice (ZUGFeRD/Factur-X) therefore contains only the real line items - the machine-readable invoice stays EN 16931 compliant while the PDF shows your structure. Grand total, tax, and net are of course computed from the line items alone.