Invoice Value Summary
Summary invoice values allow items to be grouped and displayed as totals, rather than showing each individual line on the invoice.
- These values appear at the bottom of the invoice
- Individual line items are hidden, while totals are grouped by item type
Item Types
- Service = Labour
- Custom = Consumables
- Stock = Materials
Setup
To include items in the invoice summary:
- Tick the relevant items
- These will be hidden from the main invoice lines
- Their values will be grouped and displayed as totals in the summary section
Value Summary Setup - Inventory Item
This screen shows how the Invoice Value Summary is configured at an item level within Inventory Setup.
By ticking the “Invoice Value Summary” checkbox (highlighted on the screen), the selected inventory item will not display as a separate line on the invoice. Instead, its value will be:
This setting is applied per item, allowing you to control which items are summarised versus shown individually.
Value Summary Setup - Update a Job Line
This screen shows how to control whether a job line is displayed individually on the invoice or included in the Invoice Value Summary.
To update a job line:
- Open the job and select the relevant line
- Go to the Job Detail tab (highlighted in the screen)
- Tick the “Invoice Value Summary” checkbox
When the Invoice Value Summary option is selected on the job line:
- The line will be hidden from the detailed invoice view
- The value will instead be grouped into the summary totals at the bottom of the invoice (e.g. Labour, Consumables, Materials)
Value Summary Setup - Job Invoice Line
This screen shows how to control whether an item is displayed individually on the invoice or included in the Invoice Value Summary.
To update this on a job invoice line:
- Open the Invoice Line
- Tick the “Invoice Value Summary” checkbox (highlighted on the screen)
When Invoice Value Summary is selected:
- The line will be hidden from the detailed invoice view
- The sell value is still included, but grouped into the summary totals (e.g. Labour, Consumables, Materials) at the bottom of the invoice
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