Invoice One Total Line

Similarly to the Option Total line in the Costing Screen, the One Total line combines all of the invoicing lines that are set to be combined into a single total on the final invoice.  

How to edit the description of the One Total line: 

1. Click on the field labelled “One” in the Invoicing screen.  

2. Make the required changes.

3. Click Save.

4. Your new description will now appear on the invoice.   

How to display full charge breakdown instead of the One Total line:

If you do not want the invoice to group any of the charge lines and instead display the entire breakdown of the charges. 

1. Uncheck the One Total toggle box: [ ].

2. Click Save.

3. Now, if you preview the Invoice again, you can see that the One Total line no longer appears, and that all charges are listed individually.   

How to modify what is included in the One Total line of the invoice: 

1. If the Invoice is linked to a Cost Option, go the Costing screen.

2. Move lines above or below the pink line as explained here.

3. Returning to the Invoicing screen, we can see that these changes have now been applied to the “O” (One Total) line on the Invoicing screen.

4. If the invoice is not linked to a Cost Option, you can edit the “O” column of individual lines on the Invoicing screen directly. Any line that should be including in the One Total line should have a “Y” in the “O” column.