Changing invoice Details when Uploading to Third Party Acounts Systems

Changing invoice Details when Uploading to Third Party Acounts Systems

To change the level of detail that is uploaded into  third party accounting systems, edit the Details tickboxes within the invoice Tab of each Job.
To access that click the pencil on the job that you wish to edit then click the invoice Tab.

  1. Show Job Details will include the Job Description on the Invoice
  2. Show Costing Device Kit Descriptions will show the descriptions should only the Kit Description and not the  components should you have used Kits
  3. Show Costing Itemised Descriptions will upload all the lines in the Charges Sheet plus Quantities
  4. Show Costing Itemised Prices will upload the line items prices for each of the Itemised Descriptions
Info
If Itemised Descriptions is switched on and itemised Prices is switched off, a Total Labour and Materials Line will be added to show the Total Price (Not itemised)






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