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Subject Author Date
"Hiding" items in an invoice Dan 01-20-2008
Posted by Dan on January 20, 2008, 11:52 am
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 Hi,

I've seen lots of questions about this on various forums, and a few attempts
at workaround answers, but nothing that seems like a direct solution, or
suggestion on a way to approach it differently.

Expenses for my projects are input on the item tab, as items. On the
invoice, I don't want the customer to see the item details...just a total.
As an example, if I do a faucet install, I just want them to see $100 that
htey owe me...not $2 for washers, $80 for faucet, $18 for hoses, etc. (Let's
ignore labor for this discussion).

How can I do that? I still want to be able to track profit/loss via my item
tracking.

Thanks!



Posted by Laura on January 20, 2008, 4:03 pm
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> Hi,
>
> I've seen lots of questions about this on various forums, and a few
> attempts at workaround answers, but nothing that seems like a direct
> solution, or suggestion on a way to approach it differently.
>
> Expenses for my projects are input on the item tab, as items. On the
> invoice, I don't want the customer to see the item details...just a total.
> As an example, if I do a faucet install, I just want them to see $100 that
> htey owe me...not $2 for washers, $80 for faucet, $18 for hoses, etc.
> (Let's ignore labor for this discussion).
>
> How can I do that? I still want to be able to track profit/loss via my
> item tracking.
>
> Thanks!

Take a look at the "group" item. You would need to specify all of the
components of the job in the item you set up. It also gives you the option
to "print items in group". Leaving this box unchecked (default) means that
the details are not included on the invoice.


Posted by Allan Martin on January 21, 2008, 9:11 am
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> Hi,
>
> I've seen lots of questions about this on various forums, and a few
> attempts at workaround answers, but nothing that seems like a direct
> solution, or suggestion on a way to approach it differently.
>
> Expenses for my projects are input on the item tab, as items. On the
> invoice, I don't want the customer to see the item details...just a total.
> As an example, if I do a faucet install, I just want them to see $100 that
> htey owe me...not $2 for washers, $80 for faucet, $18 for hoses, etc.
> (Let's ignore labor for this discussion).
>
> How can I do that? I still want to be able to track profit/loss via my
> item tracking.
>
> Thanks!

Tracking each little job down to the level of a washer seems a little anal
if you ask me. I recomend spending that time generating new business or
taking up a hobby or sport.




>
>


Posted by Jesse on February 5, 2008, 9:55 pm
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. As an example, if I do a faucet install, I just want them to
>> see $100 that htey owe me...not $2 for washers, $80 for faucet, $18
>> for hoses, etc. (Let's ignore labor for this discussion).
>>
>> How can I do that? I still want to be able to track profit/loss via my
>> item tracking.
>>
>> Thanks!
>
> Tracking each little job down to the level of a washer seems a little
> anal if you ask me. I recomend spending that time generating new
> business or taking up a hobby or sport.


I was an example genius.

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