Managing Invoice Services and Expenses

To add or edit a service/expense section, do the following:

1. Edit an invoice. See Editing Invoices for instructions.
2. Do one of the following: 
   • Insert a new service/expense. Click +Add next to Service/Expense in the Add New Sections area.
   • Copy a service/expense. Hover over a service/expense and click Copy to create a new service/expense based on the selected service/expense.
   • Edit a service/expense. Hover over a service/expense and click Edit to open the properties of the service/expense.
3. Select whether to include services (time) or expenses, or both.
4. Select the Summary or Detail button to determine the level of detail to display in this section.
   • Summary

     Tab	Option	Description
     Filter	Filter by	Select a filter to determine which WIP entries to include in the section. After you select the filter, you can select which items to include in the section. Example: You only want to include the Consult category work in this section. You would select Category in the filter by list, and then select the Consult category in the grid.
     Group & Sort	Group services by	Select a grouping method for the services (WIP) on the invoice.
     	Subtotal primary/secondary/tertiary group	Select whether to include subtotals for the groupings.
     	Show paragraph if set up in Lists; otherwise, show name	Select this option to show the paragraph set up in Lists. If no paragraph is set up, the name of the grouping method displays. This option is not available if you have not selected to group by an option with category, subcategory, or service code.
     	Summarize by	Select how to summarize the WIP.
     	Show time capture invoice description below detail row	Select this option to display the invoice description for the WIP below the detail row. If you select this option, you can select the rows the invoice description should display across using the Begin and End printing in column options.
     Columns		Use the left and right arrow buttons to add or remove columns from the Available list to the Selected list.
     		Select a column and then click the up or down button to change the order of columns.
     	Show column headings	Select if you want to display column headings in the invoice.
     MISC	Show $0.00 amount line items	Select whether to display line items with a zero amount.
     	Show total amount for invoice section	Select whether to display a total for this section.

   • Detail

     Tab	Option	Description
     Filter	Filter by	Select a filter to determine which WIP entries to include in the section. After you select the filter, you can select which items to include in the section. Example: You only want to include the Consult category work in this section. You would select Category in the filter by list, and then select the Consult category in the grid.
     Group & Sort	Group services by	Select a grouping method for the services (WIP) on the invoice.
     	Subtotal primary/secondary/tertiary group	Select whether to include subtotals for the groupings.
     	Show paragraph if set up in Lists; otherwise, show name	This option is not available if you have not selected to group by an option with category, subcategory, or service code.
     	Primary/Secondary sort	Determine how to sort the primary and secondary groupings
     	Show time capture invoice description below detail row	Select this option to display the WIP’s invoice description below the detail row. If you select this option, you can select the rows the invoice description should display across using the Begin and End printing in column options.
     Columns		Use the left and right arrow buttons to add or remove columns from the Available list to the Selected list.
     		Select a column and then click the up or down button to change the order of columns.
     	Show column Headings	Select if you want to display column headings in the invoice.
     MISC	Show $0.00 amount line items	Select whether to display line items with a zero amount.
     	Show total amount for invoice section	Select whether to display a total for this section.

7. Click Done to insert the service/expense section in the invoice.

   Note: Hover over the section to view options to Edit, Copy, or Delete the section.

8. Click one or more of the following options:
   • Click Save or Save > Save and Close to save your changes.
   • Click Print > Edit to print a draft invoice. See Printing an Editable Invoice for more information.
   • Click Print > Final to final print an invoice when it has completed the review process and is ready to be sent to the client. The invoice status is changed to Final. See Printing a Final Invoice for more information.
   • Click Post to post the invoice. See Posting an Invoice for more information.