How to review all Workorder line items on an Invoice - FAQ
"Is there a button/check box our customers can hit when creating an invoice that means they can review all the line items (from a WO) on the invoice, but only send the total lump sum to their client?"
No, not at this time.
In this case, have them create a T&M invoice and then modify it as per below so that:
1) All the items from the WO that transfer over to the invoice will have a blue "Invoiced" tag placed on them, and if it is an ongoing job, then they may make the next invoice when needed, and the already invoiced items will not be on the second invoice.
2) Then, they will have the subtotal for the category automatically calculated at the bottom right of the category.
3) Next, they create a line item/use a previously created item - in the Materials category, something like "Materials for Job" - and use the subtotal amount in the cost of this item, 0% mark up, and quantity of "1", to capture all of the items above in the category for a value on one line.
4) Lastly, they would then delete all the individual items on the invoice that transferred in from the WO and would be left with only the one item "Materials for Job" with the correct price before tax for the customer.