The Invoice Details tab lists each line item in the invoice. For each line item, you can edit the following fields:
Item Name
Description
Class
Quantity
Unit Price
Reviewing Invoice Details
Select the Finance > Invoices page.
Select a row with a Status of Ready to Send.
Review and optionally edit rows listed in the Invoice Details tab.
Item Name - The labor, entry, recurring services, milestone payment type, etc.
Item Description - Depends on the type of line item:
Labor - the note entered for the labor entry on the ticket or task
Milestone Payment - the milestone name
Expense - the expense note field
Recurring Services - the description entered for the service name. This supports multiple lines, including line breaks as entered in the service page, as opposed to all the lines merged into a single line
Retainer By Hours - the Contract Description field in the contract. This supports multiple lines, including line breaks as entered in the service page, as opposed to all the lines merged into a single line
Retainer By Amount - the Contract Description field in the contract
Quantity - The number of each item.
Unit Price - The price per item.
Total Price - Unit price times the quantity.
Value Date - The date the time entry was made or the date the expense was entered.
