Managing Service/Expense Sections on Invoice Templates

To set Service/Expense sections of an invoice template do the following:

1. Click Summary or Detail to indicate how much detail to include on invoices. Selecting Summary displays one line per grouping and summary. Selecting Detail displays one line per transaction.
2. Select the check boxes for the items to include on invoices. You can choose Services (Time), Expenses, or both.
3. Select options on each of the following tabs:
   • Group & Sort
   • Select the fields to use for grouping and sorting data on the invoice.

     Option	Description
     Group services by	Select how to organize the WIP into sections on the invoice. If you do not want the invoice grouped, select None.
     Subtotal primary Subtotal secondary Subtotal tertiary group	Select the check box for each subtotal to include on invoices.
     Show paragraph if set up in Lists; otherwise, show name	Select this check box to use the paragraph set up in Lists for the category, subcategory, or service code. If no paragraph is set up, the name of the grouping method displays. Note: You can only select this option if you selected a grouping method that includes a category, subcategory, or service code.
     Summarize by	Only available if you selected the Summary view. Select how to summarize the data on the invoice. For example, if you select to summarize by staff, there will be one row for each staff with WIP next to their WIP subtotal.
     Primary sort Secondary sort	Only available if you selected the Detail view. Select the main field to use for sorting data within the group. Then, select the field to use for sorting data after the primary sort is applied.
     Show time capture invoice description below detail row	Select this check box to display the invoice description for the WIP below the detail row.
     Begin printing in column End printing in column	Only available if you selected to show time capture invoice descriptions below the detail row. Select the width of the invoice description by determining how many columns it will cross. If the invoice description is longer than the distance between the beginning and ending columns, the text wraps to a new line. A blank line is inserted after the invoice description to add space before the next detail row.

   • Columns
   • Select the check box for each column you want to include in the template. If needed, you can also edit the column labels in the text boxes to the right. For Summary view, some columns are not be available to include on the invoice.

     Note: After you've selected the columns to display, you can change their order. Select a column name in the list, then click Move Up or Move Down to change its position in the order.

   • Misc
   • Select options for each of the following:
     • Show $0.00 amount line items. Select this check box to display line items with a zero amount. Clear the check box to hide zero amount items.
     • Show total amount for invoice section. Select this option to display a total for this section on the invoice.

       Note: The total can vary depending on the write-down options selected in the totals section. See Editing Totals on a Template for more information.

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