Project Invoice - Invoice format

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Posted on by DNC

Hello,

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

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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Alireza Eshaghzadeh 14,672 Super User 2025 Season 2 on at

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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.

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DNC on at

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Thank you,

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

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