Allow cosmetic changes to invoices
To set the firm preference for
Allow cosmetic changes to Invoices, such as adding or hiding rows, without affecting amount billed
, choose Setup
, then Firm Settings
, then the Time and Billing
tab and turn on the option. When finished, select Save
.When this preference is turned off (default)
- The billed amount will update when you change an amount on the invoice.
- You only have the option to add Time & Expenses or a flat amount to the invoice when you selectAdd to invoice.
When this preference is turned on
- You can make changes to line items on the invoice and they won’t impact the billed amount on theBillable Entriestab.
- You will have the option for additional Detailed Description rows when you selectAdd to Invoice. This lets you enter a description and amount directly on the invoice that won’t appear as an adjustment on theBillable Entriestab. You will still have the options to add Time & Expenses or a flat amount to the invoice.
- The total of all invoice line items must match the total billed amount.
