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CR62's avatar
CR62
Experienced User
1 month ago
Solved

Invoicing category break down

I know this is a long shot. We normally invoice clients under one category depending of the work we do for them, but my director has asked if we can break it down further without the client seeing t...
  • Princess_R's avatar
    1 month ago

    Hi CR62,

     

    I understand that you’d like to keep the invoice simple for your clients while still separating the Quant and data collection amounts for your director’s internal tracking. At this stage, there isn’t an option to separate the amounts internally while showing only one combined amount to the client. If you’d like the client to see only the total Quant amount, you’ll need to enter it as a single line on the browser invoice and track the internal allocation separately, such as in an internal spreadsheet or report.

     

    Cheers,

    Princess