Receivables
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      Client job invoice formats

      Choose the level of details on client job invoices by applying the desired layout.

      While viewing the invoice, click on the Layout hyperlink at the top of the page. 

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      Invoices default to show detailed Line items.  To override the Layout, click on the dropdown menu and select from one of the following options:

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      Layout Description
      Line items Displays task type name, invoice amount, and line item notes.
      Line items with units and rates Displays Task Type name, number of units (e.g., hours for Fee line items), invoice amount, and line item notes.
      Headings only Displays Estimate heard and sub-header (if available), invoice amount, and header-level notes.
      No details Displays the total amount for the Job or Estimate. 
      Line Items with Units, Rates & Taxes Displays the Task Type name, units, rate, and tax values, and notes against each line item.
      Estimate, Costs & Previously Invoiced*

      Displays the following amount columns: 

      • Estimate - Total amount of approved estimates for this job.
      • Costs - The billable value of time and supplier cost transactions for the job. Only available for invoices created based on actual costs.
      • Previously invoiced - the value of client job invoices already created for this job.
      • This invoice - the amount being billed on this invoice. 

      *If you wish to set this invoice layout as the default layout – Navigate to Set Up Files > Set Up Options > Report Texts and Watermarks Options – check the option Default Costs Production Invoices to Estimate Costs & Previously Invoiced layout.

       

      Group line items into headings and subheadings 

      The invoice inherits the headings and subheadings from the Job Estimate.

      You can move a line item under a different heading and/or subheading by selecting from the list of current headings from the drop-down menu. 

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      To create a new heading, click on the New Heading located at the top of the page. 

      1. Enter a Description 
      2. Specify the Sort Order (relative to existing Headings)
      3. Indicate if this is a Sub Heading by checking the Sub Heading? box.  You will then be prompted to assign the Parent Heading.
      4. Enter Heading Notes to print on the invoice (optional).

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      Change the invoice header details

      You can update the following header details before sending the invoice to the client 

      • Click the Note hyperlink at the top of the page to add or edit invoice header comments.  Notes entered for scheduled invoices are automatically populated.
      • If needed, click the Contact hyperlink to override the default invoice contact for the client or product.
      • The Client Order No. is populated based on the Estimate. You can override this reference number on the invoice if needed.