With the "Invoice by Line Item" feature, you can precisely select which line items you want to bill your customers for progress invoicing. This feature ensures that:
Only the selected line items are included in the invoice.
Amounts and ledger accounts update dynamically based on your selection.
The printed invoice reflects only the items you’ve chosen to invoice.
Steps to Create an Invoice by Line Item
Access the Customer Invoice Module
Go to the Customer Invoice Module from the Modules menu within your project.
Click New Invoice → Check the box for “Invoice by Line Item.”
Select Items to Invoice
Once “Invoice by Line Item” is selected, a pop-out panel will appear on the left side of the invoice window.
Unselect any line items you do not want to include in the invoice. Alternatively, click “Clear All” to start fresh, and manually select only the items you wish to invoice.
Review Account and Amount Adjustments
As you select or deselect line items, observe how the amounts and general ledger accounts automatically adjust on the right side of the screen. This ensures your invoice and accounting entries stay aligned with your selections.
Save and Print the Invoice
Once your selections are complete, click “Save and Print” to:
View the invoice.
Print or email it to the customer directly from the system.
This new feature simplifies progress invoicing, ensuring your invoices are accurate and align with both your project progress and financial records.