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Community Manager
posted Jan 11, 2018 9:40:05 AM

How can I group my billable expenses and charges on my invoices?

There is an option in Preferences to "group" activities and to even collapse the activity rows so that you can have all of the billable expenses together and show them as individual items or as just the total of billable expenses. All three items, Product/Service, Description and Rate are case sensitive and have to match exactly for the items to group and collapse properly.

  1. Go to the Gear icon.
  2. Select Company settings or Account and Settings.
  3. Select Sales on the left hand column.
  4. Select Customize look and feel. 
  5. From here, select to edit or create a new Custom form.
  6. Select your style of form, then click Next.
  7. From the left hand column select Activity Table.
  8. Set Group activity by to Type.
  9. Choose whether to Subtotal groups and/or Collapse activity rows.
  10. At the far right, you will see a preview of what each selection will do to the look of your invoice. Once you have the invoice looking the way you want, click Save.
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