Use the Group Options screen to allow related items to display under a single shared invoice listing. This screen is available through the New Complete Invoice screen when a user press Group or Edit (for an existing group).
Figure 16: Group Options screen
The following table describes the fields and functions available within the Group Options screen.
|
Field/Function |
Description |
|
Hide Items |
Select this option to not list the original invoice items of the group. Only the Description of the group will list on the invoice. Hidden items will appear grayed-out in the invoice items data grid. |
|
Subtotal Items |
Select this option to base the group amount on all included invoice items. If not checked, then a user can manually enter the Amount for the group. |
|
Description |
Enter the title of the group that will appear on the invoice (up to 128 characters). |
|
Amount |
The sum of all subtotaled invoiced items appears within this field. This value is the amount listed for the group on the invoice. If Hide Items is selected and Subtotal Items is not, then the user will be able to modify the Amount value. |
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OK (Alt+O) The function adds the group to the list of invoice items and closes the screen. |
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Cancel (Alt+C) This function closes the screen without adding a group. |
