How can I create a Project Accounting Summary Invoice

[JasonGraham]

Has anyone created a Summary Invoice for Projects. In contracts there is a drop down for Summary or Detailed Invoice. Anything similar in Projects

[Kalisspera]

Yeah, I’ve done something similar when juggling multiple sub-jobs under one big project. Using the “Summary” option helped me just show totals by task instead of line-by-line chaos. Took a bit of trial and error, but it worked well with Projects once I synced things up properly. If you haven’t already, take a peek at https://acupowererp.com/acumatica/project-accounting – it really helped me streamline invoicing without having to redo my whole workflow.