--- title: Client job invoice formats description: Choose the level of details on client job invoices by applying the desired layout. --- [Skip to content](https://knowledgebase.counta.com/knowledge/about-client-job-invoice-formats#main-content) English Show submenu for translations ![AccountAbility\_logo\_primary\_fullcolor-1.png\]](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-1.png?height=40&name=AccountAbility_logo_primary_fullcolor-1.png) - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) Open main navigation Close main navigation - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [COUNTA Help Center](https://knowledgebase.counta.com/knowledge?hsLang=en) 2. [Accounting](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en) 3. [Receivables](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#receivables) July 16, 2026 # Client job invoice formats ## Choose the level of details on client job invoices by applying the desired layout. ### **Step by Step Guide:** 1\. Navigate to ACCOUNTING \> Client Job Invoices ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-06/f51022d2-e5e0-4afe-b96a-3d7670ad23f6/user_cropped_screenshot_6598076037f84702984c3a4273779ed0_text_export.jpeg) 2\. Select an invoice by clicking the **Invoice No.** hyperlink ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-06/967c6c59-9944-4839-ba61-f44aba213aa5/user_cropped_screenshot_61021cb2c4584b399ca0e1dfa145936f_text_export.jpeg) 3\. Click **Settings** ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-06/f0f4c761-134a-40ff-97e6-2317e3976f0c/user_cropped_screenshot_f69427d3f98543719e297aa6fcf6feb2_text_export.jpeg) 4\. Click **Layout** ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-06/641648f7-624a-48eb-a6a4-0fbbd8850230/user_cropped_screenshot_4dba253dadc346dfb15fb308f2753797_text_export.jpeg) 5\. Invoices default to show detailed Line items. To override the Layout, click on the dropdown menu and select from one of the following options: ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-06/ef8a0098-d4b9-471a-918a-1f4586bd4352/user_cropped_screenshot_7b6c09eaccbe4f9a825486dc9c4e91f5_text_export.jpeg) 6\. You can find the following options when you click the **Layout** dropdown menu: - **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. - **Heading and Sub Heading Totals only** - Displays Estimate header and sub-header (if available), invoice amount, and header-level notes. - **Heading Totals only** - Displays Estimate header 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. ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-06/29bb5d35-d190-4aaa-ad44-da40b9612374/user_cropped_screenshot_8d3973729896446aa576503c5e072172_text_export.jpeg) Tip: \*If you wish to set this invoice layout as the default layout – Navigate to **Set Up Files \> Set Up Options \> Report Texts and Watermarks** – check the option **Default Costs Production Invoices to Estimate Costs & Previously Invoiced layout**. ### Group line items into headings and subheadings 7\. 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. ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-06/4397ad2e-c6e8-4745-9e27-090ca618c3b8/user_cropped_screenshot_26a2b1ea64094b3fb4fdf9c1e6c6bb5d_text_export.jpeg) ### Create a New Heading 8\. Click the **New Heading** hyperlink located at the top right corner of the screen. ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-06/6dd5147f-9770-49f2-ae76-3309f1a9a523/user_cropped_screenshot_2f51ba2fbcf343ce8df5ff7ca2b2089b_text_export.jpeg) 9\. Enter a **Description** ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-06/8196f691-68de-46cd-b2e4-59ca61fbb652/user_cropped_screenshot_853c261f4ac9448d81567d3a8b83aca5_text_export.jpeg) 10\. Specify the **Sort Order** (relative to existing Headings) ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-06/6d3adc51-5297-4528-bcbe-c85719a83b79/user_cropped_screenshot_4f7e098e1e2e43e7bd38271ab7f7f7a5_text_export.jpeg) 11\. Indicate if this is a Sub Heading by checking the **Sub Heading?** box. You will then be prompted to assign the Parent Heading. ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-06/f288e490-cdc6-43e2-bcb5-49b51a40b979/user_cropped_screenshot_612829c3372d4384979d233d893edd54_text_export.jpeg) 12\. Enter Heading **Notes** to print on the invoice (optional). ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-06/059c5876-6f37-43b2-bc37-c67dd29daa3e/user_cropped_screenshot_87d4d118607047569d662cb265c2f263_text_export.jpeg) 13\. Click **Save** ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-06/7b76d02b-1756-463d-8d15-f66b62575bd5/user_cropped_screenshot_758678edacbf403fbb02c9d7bd9ec74b_text_export.jpeg) ### Change the invoice header details 14\. Click the **Headings** hyperlink ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-07/cd48ce4b-618d-4ca4-80ef-83d010f5cc5e/user_cropped_screenshot_b162e95ca0c54ddca499b4b5ddf7fd87_text_export.jpeg) 15\. Select a heading by clicking the **IDKey** hyperlink ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-07/b33e368c-09d4-4f4c-9759-6690af5c12b5/user_cropped_screenshot_c73f51837a2441668e766b421e8984c9_text_export.jpeg) 16\. Update the Heading details ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-07/e4fd5f0b-f93a-4063-9064-3216c83d2712/user_cropped_screenshot_58b589b85d3b423eb498d78cf325fd94_text_export.jpeg) 17\. 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