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How Component Types are Displayed on the Proposal and Invoice

Bobbie Combs avatar
Written by Bobbie Combs
Updated over 9 months ago

There are four styles from which to choose for each Component Type and how the Client will see them on the Proposal or Invoice. This is a setting or default you can set as a company default or a project default.

Combine

Adds the amount for this Component Type into the price of the corresponding Item. For example, if you propose two Items that are $500.00 each, and each have $75.00 Freight, then the price for each Item will be $575.00 in the body of the Proposal. The Component title is not used for this style. You can see an example of this below.

Combine Component Type in a Proposal

List

Shows the amount for this Component Type below the Item in the body of the Proposal. The Component title will print next to the amount. You can see an example of this below.

List Component Type in a Proposal

Total

Prints the total amount for all Items with the corresponding Component yype in the footer of the Proposal. For example, if you propose two Items that each have $55.00 of Freight, the Proposal will display Freight: $110.00 in the total section of the document. The Component title will print next to the amount. You can see an example of this below.

Total Component Type in a Proposal

Ignore

Will not show or include the amount of this Component Type anywhere on the Proposal.

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