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Invoicing Preferences
Below are options for how billable lines appear on invoices. Set the various options until the preview reflects how you would like your invoices to appear.
Combine Expense Items on Invoices
Group Expenses by Employee
Combine Billable Items on Invoices
Group Billable Types on Invoices
Show Billable Subtotals on Invoices
 

  • When you choose to add billable subtotals, the subtotalling will happen by whatever column you have used to sort the billable list. The secondary sort will be by the previously sorted column. For example, to sort and subtotal by project then by category, simply click on the category header then the project header.

  • You can change the order of billable items, expenses, and time by customizing the invoice form and reordering the lists under the lists tab.

Preview
ProjectItemDate BilledEmployeeQuantityDescriptionUnit PriceAmountTax
Project A HP Compaq d2309/1/2005 1 323.10323.10Yes
Project A Standard Keyboard9/1/2005 1Standard Keyboard35.9635.96Yes
Project B HP Compaq d2309/1/2005 1 323.10323.10Yes
Project B Standard Keyboard9/1/2005 1Standard Keyboard35.9635.96Yes
Project A HP Compaq d2309/5/2005 1 323.10323.10Yes
Project A Standard Keyboard9/5/2005 1Standard Keyboard35.9635.96Yes
Project B HP Compaq d2309/5/2005 1 323.10323.10Yes
Project B Standard Keyboard9/5/2005 1Standard Keyboard35.9635.96Yes
Project A 8/30/2005BMS Meals & Entertainment 45.00 
Project B 8/30/2005BMS Meals & Entertainment 35.00 
Project B 8/30/2005BMS Mileage 20.00 
Project A 9/2/2005EZ Mileage 15.00 
Project B 9/2/2005EZ Mileage 10.00 
Project A 9/6/2005BMS Meals & Entertainment 100.00 
Project A 9/6/2005BMS Mileage 50.00 
Project A 9/9/2005EZ Meals & Entertainment 110.00 
Project A 9/9/2005EZ Mileage 35.00 
Project B 9/13/2005BMS Meals & Entertainment 90.00 
Project B 9/13/2005BMS Mileage 50.00 
Project B 9/13/2005EZ Meals & Entertainment 85.00 
Project B 9/13/2005EZ Meals & Entertainment 25.00 
Project A Hardware Repair (on-site)9/12/2005BMS5On-site hardware repair and/or service.60.00300.00 
Project B Hardware Repair (on-site)9/12/2005BMS4On-site hardware repair and/or service.60.00240.00 
Project A Hardware Repair (on-site)9/13/2005BMS5On-site hardware repair and/or service.60.00300.00 
Project A Hardware Repair (store)9/13/2005BMS5In-store hardware repair and/or service.30.00150.00 
Project B Hardware Repair (on-site)9/13/2005BMS4On-site hardware repair and/or service.60.00240.00 
Project B Hardware Repair (store)9/13/2005BMS4In-store hardware repair and/or service.30.00120.00 
Project A Hardware Repair (store)9/14/2005BMS5In-store hardware repair and/or service.30.00150.00 
Project A Hardware Repair (store)9/14/2005EZ4In-store hardware repair and/or service.30.00120.00 
Project B Hardware Repair (store)9/14/2005BMS4In-store hardware repair and/or service.30.00120.00 
Project B Hardware Repair (store)9/14/2005EZ5In-store hardware repair and/or service.30.00150.00 
Project A Hardware Repair (on-site)9/15/2005EZ4On-site hardware repair and/or service.60.00240.00 
Project A Hardware Repair (store)9/15/2005EZ4In-store hardware repair and/or service.30.00120.00 
Project B Hardware Repair (on-site)9/15/2005EZ4On-site hardware repair and/or service.60.00240.00 
Project A Hardware Repair (on-site)9/16/2005EZ4On-site hardware repair and/or service.60.00240.00 
Project B Hardware Repair (store)9/16/2005EZ5In-store hardware repair and/or service.30.00150.00 
Subtotal4,986.24
Tax (CA-SAN MATEO 8.25%)118.49
Total5,104.73
Amount Due$5,104.73
Done