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.
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.

In this Article

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About Invoice Details, Statuses, and Types
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Adding the Financial Information (Global)
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Basics of Provider Automation
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Completing a Line Item Invoice with Negative Amounts
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Completing a Standard Invoice with Negative Amounts
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Creating Invoices on Credit
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Filtering and Searching for Invoices
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Fundamentals of Provider Automation

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