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I create invoices for customers by each date of service, job may take several days, I’d like to have a summary by category at the end of the invoice, for example, there may be labor across all dates, materials, across some dates, I’d like it to be summarized at the end of the invoice. How would that be done?
Thanks!
I can see the convenience of having a summary by category details on your customer invoices, SAHarris1. Let me share input regarding this matter.
In QuickBooks, there isn't a direct way to add a summary by category at the end of your customer invoices. However, we can consider following the insights shared by @Accracy Accounting above as a workaround. This way, subtotals of each item line group on your invoices are summarized into one.
To do this:
Additionally, you can make specific customizations or include an account summary in your customer sales forms.
Once everything comes in handy in the future, you can receive and track customer-paid invoices to ensure accurate recording of your sales transactions.
I'll always be available in this forum if there's anything else you need further assistance with when managing customer invoices in your account. Keep safe and have a great day ahead!
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