How to Create a Structured and Subtotaled Invoice in Luminous

Luminous provides a way to structure invoices with subtotaled line items, grouped by categories, for a polished and professional presentation. Here's how to do it step by step.

Step 1: Add Categories to Your Invoice Columns

1. Go to the invoice section in Luminous where your line items are listed.
2. Locate the Columns menu.
3. Add the following columns to your invoice:
   • Category
   • Subcategory (if needed for further grouping).

Step 2: Sort Line Items by Category

1. Click the Category column header to sort the line items.
2. Items will now be grouped under their respective categories.

Step 3: Enable Subtotals for Categories

1. After sorting by category, activate the Subtotal by Category option.
2. This will:
   • Display subtotals for each category.
   • Show a clean breakdown of items for a better visual presentation.

Step 4: Customize the Table Layout (Optional)

• You can customize the columns further by adding or removing any that aren't relevant.
• To do this, use the Columns menu and select or deselect columns as needed.

Step 5: Review and Finalize

• Check the table to ensure items are subtotaled and totaled as required.
• The invoice now presents a clear, structured view of products, services, and associated subtotals, making it customer-friendly and professional.

With these steps, you can create clean, well-organized invoices that enhance customer experience and make your offerings more visually appealing.