How do we create a Service Appointment invoice (billing) for the total only? We want to summarize rather than itemize the invoice to the customer to include only a total for the service provided.
The Log captures each step of the process. We want to capture all of this info, but bill only for the combined total and summarize the invoice rather than spell out each separate line-item and charge. How do we do this?
Best answer by vdiaz
Maybe you could add one line on the Details tab of the appointment to summarize, use that for billing (mark only this line as billable) and mark the rest as non-billable.
When an invoice is created from an appointment, only the lines with the Billable checkbox seleted are copied to the invoice.
You must consider this limitation: if you also use stock items (or inventory items), these items cannot be marked as Billable false.
I hope this helps!
+2
Maybe you could add one line on the Details tab of the appointment to summarize, use that for billing (mark only this line as billable) and mark the rest as non-billable.
When an invoice is created from an appointment, only the lines with the Billable checkbox seleted are copied to the invoice.
You must consider this limitation: if you also use stock items (or inventory items), these items cannot be marked as Billable false.
I hope this helps!
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