Create a default progress invoice description

You can set up a description that will be used by default for progress invoices that are for:

• lump sum payments, or
• percentage payments for job deposits.

To create a description that will be used by default for future progress invoices:

1. In the main menu, select Business > Settings > Costs > + Add Cost.
2. On the New Cost screen, in the Description field, type the text you wish to use as the default description for progress invoices.
3. In the Unit Cost and Unit Price fields, type 0 (you will provide correct values in the invoices you create later).
4. In the Code field, type one of the following code values:
   • PROGRESS-INVOICE (the description will be used for all progress invoices based on a lump sum)
   • PERCENTAGE-INVOICE (the description will be used for all progress (deposit) invoices based on a percentage of the originally quoted value for the job).
5. Save your changes.