Group Items on an Invoice

Main Menu > Invoices > Item Entry 

For nicely orgranzied printed Invoices, use the Subtotal By field to group similiar line items.

• Line items can be "tagged" as they are added to an Invoice. When printed, these tagged items are grouped together and a subtotal footer is calculated for each tag used. Keep tag names short so they fit in the display area. Click the Edit... entry to manage the list of tags.

• Leave the Subtotal By field blank to prevent grouping items together; items are then sorted in the order they were added to the Invoice.

• You can search the Subtotal By field.

• You can also set the Subtotal By field on a Work Order by opening the Notes tab.

How to Edit the Subtotal By List

1. Locate any recent Invoice and click the purple Data Entry button.

2. Click into the Subtotal By field and choose Edit...
   
   

3. In the dialog box, edit the value list as needed.
   
   

4. Click OK to close the window.

5. Add a tag to individual line items as needed. Only one tag per line item is supported.

6. Click Done to exit the Invoice.

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