Rounding client job invoices
THIS FEATURE WAS DISCONTINUED ON AUGUST 6, 2023.
For additional information, click System Update - Scheduled
Use Case:
For example, you have an estimate that is over a 12-month retainer with a total value of $50,000, and each month you want to bill one-twelfth of that retainer.
When you create the invoice, select the option to invoice 8.33333% (i.e., one-twelfth) of the estimate – normally, that would mean the $50,000 line invoiced at 8.33333% would create the invoice line for $4,166.65 – however if you check the option “Round Line Amounts” – the system will create the invoice line for $4,167.00.