HaloITSM Guides
Documentation to assist with the setup and configuration of the HaloITSM platform
Customising Invoice lines for a Project
Head to configuration > billing > general settings > invoice creation settings, here is a setting for 'Grouping for invoice lines (project)'.
Fig 1. Project grouping settings
They will group the lines on the invoice as follows:
No Grouping- There will be a line for every billable action on the project
Group by Ticket, Rate and Day- A line will show for each project ticket that has billable labour on, a line for each charge/budget rate within that ticket and a line for each day work took place
Group By ticket and rate- A line will show for each charge/budget rate, divided per ticket
Header for each Project, and a line for each Budget type- This is only used if you are creating one invoice for of a customer's projects. This will show a line for each budget/charge type per project. This will display under a header of the project summary.
When choosing a grouping it is important to keep in mind if your customers are invoiced per ticket, or if all labour for a customer is billed on the same invoice. This is determined by the setting 'invoice each ticket separately' in configuration > billing > general settings (this setting is also found on the customer level).
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