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How to Show an Itemized Breakdown of Actual Items on an Invoice
How to Show an Itemized Breakdown of Actual Items on an Invoice

Show your customers what you used on their project by including an itemized list in an Invoice

Fred Pape avatar
Written by Fred Pape
Updated over a week ago

Here's how you can give your customers an itemized list of what you used in their project. In order to provide this breakdown, your project needs to be either Time & Materials or Flat Rate Pricing Type.

Note:

This only applies to invoices, not proposals.


Step by Step:

Step 1:

Go to Projects and then select the job that you want to create an Invoice for.

Step 2:

Click on the Invoicing tab.

Step 3:

Click on the green Create New Invoice button.

Step 4:

Turn on the toggles for the workareas you want to create an invoice for.

Here's where you can choose to include an item breakdown in the Invoice. Check the box that's labeled "Include Items Summary in Description".

Set your other preferences and hit Create Invoice.

This is what your invoice will look like in QuickBooks:


That's how you show your customers the items you used on their projects.

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