Other questions

Hello tippykayak!

You quite have an interesting conversation about your subtotal line item. I'd like to step in and provide additional information about the description.

You can actually edit your Subtotal item and add a description so it will be pulled up when you use the item on a transaction. That will do the trick.

On the other hand, a subtotal type of item will automatically calculate the sum of the amounts, QTY, etc., depending on your setup. Therefore, if your item won't automatically do it, check out its TYPE and make sure it says Subtotal. You can refer to the Edit item window in the screenshot above. You can create another subtotal item if you need to.

Let me know if you need more help with your item. Take care and have a great weekend!