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Finance | Project Operations, Human Resources, ...
Answered

Project Invoice - Invoice format

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Posted on by

Hello,

if I go to the Project Management and Accounting module -> Project Contracts, there is a field called "Invoice format."

pastedimage1633948426317v2.png

I have created two different invoice proposals with two different invoice formats -> Detailed invoice and Summary invoice.

But unfortunately when I create the corresponding invoice proposals, I see no difference. Both invoices have two lines with two different projects.

I thought with Summary invoice the invoice will be summarized into one line, whereas by Detailed invoices you see every line. Or am I wrong? Can someone help me please to understand and use this option?

Best regards
DNC

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  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    15,010 Super User 2026 Season 1 on at

    Hi DNC,

    When it applies to the Invoice format "Summary", invoice proposal transactions for a project with same type (e.g. On-Account) will be sum up in one line on print overview.

    PS.You have the possibility to change the "Invoice format" on the project invoice proposal.

    pastedimage1633975347099v1.png

    pastedimage1633975058707v2.png

    pastedimage1633975170928v3.png

  • DNC Profile Picture
    on at

    Thank you,

    after posting the two project invoice proposals, I could check with the "view" option the difference between these two invoice formats.

    pastedimage1634043288108v1.png

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