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Adjust employee and hourly rates on the invoice

Support › Documents

In short

How employees appear on the invoice, you specify below Settings → Basic Settings → Documents → «Employee representation in the invoice» one: First name, last name, function or cost center, also combined. There is no switch that only shows the hours. «Group items» summarizes, quantity and price per hour remain visible.

Here’s how it works

  1. Change the descriptionSettings → Basic Settings → Documents → «Employee representation in the invoice».
  2. SummarizingWhen creating the invoice, select «Group items.» This will result in a single item with the sum of the individual lines.
  3. Package instead of by the hourIn the editor, delete the personal lines and enter the total amount using «+ Free text Position».
Tip: Package invoices are a bit of a hassle. Our support team can handle that for you upon request.

Common problems

Comments can only be hidden without grouping the articles.

The «Show prices» switch is under per document type. Settings → Basic Settings → Documents adjustable and can be changed in any document in the «Settings» tab.

«You can find the »Order of the document columns« and »Prices at 0.01 rounds" under Settings → Basic Settings → Documents.

Video instruction

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