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Intuit
2 helpful votes

Create an invoice that shows the total price without revealing the breakdown of the charges

Use these steps when you want to create an invoice that shows a package price but includes, and then hides, the detail of what comprises the total package price.

For example: You want to create an invoice for a Trade Show Package. The package price includes; Booth Rental, Booth Setup/Teardown, Internet, Phone, Tables, Etc. You want to be able to track your income for each customer on the individual items that comprise the package. To create an invoice that shows a package price but includes and then hides the detail of what comprises the package price:

To turn off tracking for quantity and price/rate:

  1. Select the Gear icon at the top, then choose Company Settings.
  2. Select Sales.
  3. Choose the  Products and services section.
  4. Uncheck the box for Track quantity and price/rate.

To turn off the service date:

  1. Select the Gear icon at the top, then choose Company Settings.
  2. Choose Sales.
  3. Select the Sales form content section.
  4. Uncheck the box for Service date.

To customise the invoice further you need to:

  1. Select the Gear icon at the top, then choose Company Settings.
  2. Select Sales.
  3. Choose the Customise look and feel button.
  4. Choose Edit on the invoice style you wish to change.
  5. Select your invoice style, then choose Next.
  6. Select Activity Table.
  7. Under Columns, uncheck Service/Product.
  8. In the More section, check Collapse activity rows.

Finally, ensure your products and services are structured correctly:

  1. Select the Gear icon at the top then, choose Products and Services.
  2. Make each of the product/service items included in the package is a sub-product to your main package and remove the description and rate. Activity rows will not collapse if sub-product is not used.

When you create the invoice, make sure to do the following:

  1. Enter the description for the entire package on the first description line.
  2. Copy and paste description into each description field for every line item.(The collapse activity rows will only work if description and rate are the same.)

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