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Print a Consolidated Invoice

Have your consolidated invoice look the way you’d like before sending it to your client. 

This article will show you a few ways you can organize your consolidated invoice on your PDF template. Then, we’ll show you how to print it.

First, let’s get to a template and then we’ll show you some settings you can add to it.

1. Click INVOICING...CONFIGURE from your navigation bar.

2. Click PDF STYLES.

3. Select a template and click EDIT.

4. Scroll until you see step 3. This is where you’ll make your changes to affect your consolidated invoice.

Here’s what you need to know:

Line Items:
Group your line items by Project Name or Project ID.

Time+Expense Detail
Subtotal your consolidated invoice by Project Name, Display ID, or Display Name.

Click the TIME/EXPENSES tab. Then, check the box INCLUDE EXPENSE DETAIL.

NOTE: You can also choose to include time detail by checking the respective box.

Find the SUBTOTAL BY header and click on the GRAY ARROW beneath it.
A picklist will populate. Choose to subtotal by: Project Name, Project ID, or Display Name. They’re the last three options in the list.

NOTE: Showing A/R will only include other consolidated invoices

1. Click SAVE to save your changes.

Now that your template is updated, let’s use it. 

Navigate to a consolidated invoice. Click on the PRINTER icon, and select the invoice template that you just updated to generate a PDF of your invoice.


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