Editing Totals on a Template

Do the following to edit the totals section on an invoice template:

1. On the Labels tab, select the check box for each total to include on invoices. You can also edit the label for a total in the text box next to that total.
2. On the Courtesy Discount and Taxes tab, select options for each of the following:
   • Show write down
   • Select one of the following:
     • As courtesy discount with standard hours, rate, and amount. Displays on invoices with a net write down. The original billed rate is shown and sum of the write downs is displayed in a line labeled Courtesy Discount.
     • As actual hours, billed rate, and billed amount. Displays the discounted bill rate and amount. The billed amount is the WIP amount after write-ups or write-downs. The billed rate is calculated as the billed amount divided by the actual hours.
     • As billed hours, standard rate, and billed amount. Displays the WIP rate before any write up/down in Billing, but after any rate overrides from Time Capture. The billed amount is the WIP amount after write ups/downs. The billed hours are calculated as the billed amount divided by the WIP rate.

     Note: For invoices with a net write up, Show actual hours, billed rate, and billed amount is always used.

   • Show expenses separately from services as one amount
   • Select this option to add a subtotal to the invoice with all expenses totaled into a single amount.
   • Show taxes
   • Select one of the following:
   • As one subtotal when total tax is not zero. Taxes for all tax authorities display as a single amount.
   • For each taxing authority and total tax amount. Each tax authority displays on a separate line, as well as a total for all taxes.

     Note: Progress taxes might be separate totals.

   • Net current taxes with progress bill taxes
   • Select this option to subtract the progress tax from the current taxes, with the difference displayed as a positive number. If the net progress tax and current tax equal zero and you select this option, all tax information is hidden.
     If you do not select this option, taxes for the current invoice are displayed as a positive number and the progress tax being applied is displayed as a negative number.

     Note: Progress bill taxes are accumulated per taxing authority when a progress bill is posted. Applied progress tax must be less than or equal to current tax.

3. 1. Click Done when you have set the options as needed. You can now add or edit other sections of the invoice template.
   2. Click Save if you are done editing the template.