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Hello, Jaybutcher.
I'll show a couple of ways you can group your materials and help you put the job description on an invoice.
If you're referring to bundles, you can also do that with your materials. To group them:
- Go to the Gear icon menu, then choose Products and services.
- Click the New button, then select Bundle.
- Enter the name of the bundle.
- Check the box if you want to display the bundled items or not.
- Add the items or materials on the table.
- Once done, click Save and close.
If this isn't the case, are you trying to group your materials through a subtotal? If so, you'll want to add a subtotal right after every line item on the invoice.
On the invoice screen, add the materials you want to invoice. Then, click the Add subtotal button at the bottom of the line item table.
Also, you can put the job description by entering it in the Message on invoice box. This will show up when you print or send it to your customer.
If you're looking for a guide on handing sales, customers, and payments, you can read our articles here.
Reach out to me by adding your reply here if you have questions regarding QuickBooks Online. Here to help!
