You can set up a description that will be used by default for progress invoices that are for a progress amount or deposit.
This feature is available only when you are creating an invoice from within a job.
The description you provide is used in the line item shown in the invoice:
To create a description that will be used by default for future progress invoices:
- In the main menu, select
> General Settings > Costs > + Create New Cost.
- On the New Cost screen, in the Cost Name field, type the text you wish to use as the default description for progress invoices. For example: Lump sum deposit amount
- In the Unit Cost and Unit Price fields, type 0 (you will specify the actual value when you create the invoice later).
- In the Cost Code field, type the following text: PROGRESS-INVOICE
- Save your changes.