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Fee groups on invoices

Bill a fee group as one printed line. Add it with Add Line Item, or group lines that are already on the invoice, and choose whether the line reads as a fixed amount or as progress.

What you'll achieve

Bill several fees as one line on the printed invoice, and choose how that line reads.

You'll end up with: An invoice where the client sees one line per fee group, while the invoice editor still shows what each fee billed.

Before you start

A fee group is a set of fees the client sees as one fee. You set up fee groups on a stage's Revenue list (see group fees under one price). On an invoice, a fee group is one line. The fees inside it are lines too, but only you see them.

What prints and what doesn't

The invoice editor shows a fee-group line with its items below it.

The fee-group line prints. Its amount is always the sum of the items below it.
The items do not print. Each item line shows a "not printed" tag. They stay in the editor so you can see what each fee billed, and so billed-to-date stays right for every fee.
The accounting export matches the printout. Xero, QuickBooks and MYOB get one line per group.

Add a fee group line

1
Open a draft invoice and click Add Line Item.
2
When the project has fee groups, the suggestions show each group as one row marked Fee group. Tick it and add it. The invoice gets the fee-group line and a line for each fee inside it.
3
To start your own, choose Fee group as the Line type. Pick a fee group from the project, or leave it as an empty group.
4
Save the invoice.

Group lines that are already on the invoice

1
Tick two or more lines on the invoice.
2
Choose Group selected. The lines move under a new Fee group line.
3
To take lines out again, tick them and choose Ungroup.

One tax code per group

Every line in a fee group bills at the group's tax code. Lines with different tax codes can't share a fee group, so Group selected is greyed out for them. To give them one tax code, tick the lines, choose Edit, tick Tax code and pick it; Group selected then works. Or keep the line outside the group.

Choose how the line reads

Each fee-group line has a Show on invoices as setting. It changes only how the printed line reads, never the amount.

Setting	Printed line	Use it when
Fixed amount	`1 × $30,000.00`	The client pays this amount in this claim, and you don't want to show progress.
% progress	`25% × $120,000.00`	You claim a share of the group total, stage by stage. The percentage is this claim divided by the group total.

A group you make starts as Fixed amount. Groups Monument made for you, from older fee breakdowns or from a CoinCraft import, start as % progress, because those fees were claimed as progress before.

Troubleshooting

An item line has no "not printed" tag. The line is not inside a fee group, so it prints on its own. Tick it with the other lines that belong together, then choose Group selected.
The group amount looks wrong. Check the items. The group always adds up what's inside it; you can't type over the group amount.
Old invoices look different. Approved and issued invoices are never changed or printed again in the new layout.

Where this fits next

To set up the groups themselves, see group fees under one price. To send the invoice, see create and send an invoice.