Completing a Line Item Invoice with Negative Amounts

Line Item Invoice allows you to itemize the charges to view the detailed information on them. For example, according to your client’s request, in the line item Other field, you can enter the additional charges, such as management fee, rental fee, and others.

How to Complete a Line Item Invoice with Negative Amounts

Enter a unique Invoice Number.
On the desired work order, click Create Invoice.

(Optional) Click the calendar icon to change the invoice date. The invoice date cannot be earlier than the work order completion date.
Click Confirm.
Select the correct Remit To address.
Enter a complete Description of the work done.
Depending on your configuration, itemize the labor, travel, material, or other charges. The costs you need to break down appear as links in the Summary tab. Navigate between the tabs below to check how to break down each type of cost.

To break down labor charges:
1. Navigate to the Labor tab.
2. Enter the information on the employees who performed the job.
3. Enter a negative rate per hour to mark the employee’s work done on credit.
4. Repeat the previous step to add another line item.

To itemize material charges:
1. Go to the Material tab.
2. Provide the details on the material used to complete the work order.
3. Enter a negative quantity to mark the material used on credit.
4. Repeat the previous step to add another line item.

To itemize travel charges:
1. Go to the Travel tab.
2. Provide the details on the travel charges used to complete the work order.
3. Enter a negative quantity to mark the travel charges used on credit.
4. Repeat the previous step to add another line item.

Enter the Tax, either the percentage or the monetary amount, if applicable.
Click Send Invoice. Success! The Line Item Invoice with negative amounts is created, and the Invoices List appears.

The entire invoice may be negative. In this case, you will get no money from this work order.