If you're integrated with Xero or Quickbooks, an invoice will be generated when your client signs their letter of engagement.

You can decide whether you'd like to show a full breakdown of services or a total only on the invoice from your Xero/QuickBooks settings.

How To Change The Settings

Step 1. Head to Settings > Integrations > Xero or Quickbooks

Step 2. Choose your preferred fee display settings from the drop down.

On this page, there is a field titled how to show line item pricing. You can choose between a full breakdown or total fee from the dropdown in this field.

Remember to save your settings!

You can override the default settings within the calculations page to Full Breakdown / Totals Only.

Need further support? Contact SupportGoProposal@sage.com

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