I’m using the Construction Edition (R1 2025), and running billing through Projects. I click Run Billing, and the system reads all the expenses in my “MAT” task (Job Materials), and marks them up by X%, and then puts them on the invoice.
Now, I’d like to combine the Job Materials into a single line, to mask individual component costs from my customers. I don’t want to charge them for Widget 1 = $10, Widget 2 = $3, etc… I just want my invoice to show “Job Materials = $13” on a single line, regardless of how many expense items hit the “MAT” task.
I believe the best way to do this is to modify the Printed invoice form, rather than any billing rule logic. I’m fine with the PM641000 screen showing each line in detail; as long as the PDF I send to customers displays a single line, I’d be happy.
Has anyone had experience doing this? I have had two different sets of consultants try and fail so far. They’re still trying, but I wanted to ask the community. This seems like it would be very common in construction / facility maintenance / service calls, so I’m hoping someone has solved this already.
