Create detail invoice with subtotals
You can format Practice CS invoices to include the detail WIP transactions that make up the billed amount. By default, the transactions are shown in date order, even if the date is not shown for each item. You might want to display the transactions grouped and subtotaled by one of the items on the transactions, like the staff who performed the work.
To create an invoice format that will group and subtotal detail transactions, use the following steps. For the purposes of illustration, this procedure will show how to group transactions by staff with a subtotal of hours.
- SelectSetup, thenCustom Formats.
- Double-click the invoice format you'd like to add detail grouped by staff.noteWe recommend that you right-click the format and selectCopy Formatto preserve the original format. Make the changes to the copied format instead of the original one.
- SelectFormat, thenFormat Wizard.
- Select theBilling Informationtab.
- InGrouping Options, select the high-level grouping options for the invoice, like Engagement or Activity. Select<None>if you're not using a high-level grouping.
- In the next openGrouping Optionsfield enter the item to group the detail items by.
- Mark theShow Hrs/UnitsandShow Billed Amountscheckboxes as needed.
- Select the fields to be included for each detail line in theEntry Detail Fieldssection.noteThe fields will display in the order selected.
- Select theMaintab and change the name of the format in theEnter a description for this formatfield.
- SelectFinish.
- SelectPreview
- Adjust the size and position of the fields as needed.
- Continue to preview until you're happy with the results.
- SelectSave
to save the new format.
The invoice produced from the format modified using the previous steps might look like this:
