Completing the Line Item Invoice Template
- Anastasia Medovkina (Deactivated)
To itemize charges, you should break down invoice costs into line items for each work order.
Your client configures what type of charges you should itemize — labor, travel, material, or other. They also decide which work orders require line item invoices depending on the work order trade and category. See Creating a Line Item Invoicefor more details.
To itemize invoice costs via the template, you create a row for each line item. Thus, one invoice number has several rows of information.
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We strongly recommend that you use the Line Item Invoice Template only when your client asks you to submit this invoice type. Otherwise, complete the Standard Invoice Template.
In Provider Automation, two versions of the Line Item Invoice Template are available: I.14 and I.15. Choose the template version depending on the work order location country.
- Download I.14 Template for US. and Canada
- Download I.15 Template for outside of US and Canada, also referred to as the International Line Item Invoice Template.
Should you need the template to have international currencies, date formats, and metrics, download I.17 Template for outside of US and Canada.
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Completing the Line Item Invoice Template usually occurs in 2 steps:
- Enter the general information about the template, User ID, PIN, invoice and tracking number, and invoice dates. Read more about Getting Started with Completing the Line Item Invoice Template.
- Enter the needed line-item charges, taxes, and invoice total amount. Read more about Charges in the Line Item Invoice Template.
