<div><div><div><style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><div><p><span style="font-size: 11pt;"><strong>In this guide we will cover:</strong></span></p><p><span style="font-size: 11pt;"><strong>- How to customise how the labour lines for project work appear on the invoice, how they are grouped</strong></span></p><p><br></p><p><br></p><p><span style="font-size: 14px;">In Configuration > Billing > Invoice Creation, there is a setting for 'Grouping for Invoice lines (Project)'.</span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjBkMWVjMzU0LWNhNGUtNGNiMi1iMjUyLTZhNjZmYjZjODhkNSJ9.s-g-ht8bo8pqLJg_xNNTyFEZanI0pJph7NDybGFWcu0" style="width: 700px;" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 1. Project grouping settings</strong></span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;">They will group the lines on the invoice as follows:</span></p><p><span style="font-size: 14px;"><br></span></p><ul><li><span style="font-size: 14px;"><strong>No Grouping</strong> - There will be a line for every billable action on the project.</span></li><li><span style="font-size: 14px;"><strong>Group by Ticket, Rate and Day</strong> - A line will show for each project ticket that has billable labour on, a line for each charge/budget rate within that ticket and a line for each day work took place.</span></li><li><span style="font-size: 14px;"><strong>Group By ticket and rate</strong> - A line will show for each charge/budget rate, divided per ticket.</span></li><li><span style="font-size: 14px;"><strong>Header for each Project, and a line for each Budget type</strong> - This is only used if you are creating one invoice for of a customer's projects. This will show a line for each budget/charge type per project. This will display under a header of the project summary. </span></li></ul><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;">When choosing a grouping it is important to keep in mind if your customers are invoiced per ticket, or if all labour for a customer is billed on the same invoice. </span></p><p><br></p><p><span style="font-size: 14px;">This is determined by the setting 'Invoice each Ticket separately' in Configuration > Billing > Invoice Creation (this setting is also found on the customer level).</span></p></div></div></div></div>
