Module: Utilities Applet: Invoice Design Invoice Section: Summary |
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Description: Summary sections are used as subtotaling areas. They are single-record datasets that contain billing-to-date information, contractual amounts, and running totals.
Summary sections can be used with labor upsets. Sometimes it is preferable to perform an upset in a Summary section rather than in the Labor section. An example is when multiple labor schedules are used. When a cap is used in the Summary section, it overrides the current posting figures.
Summary Sections Details Listed Below
Name - Name of the summary section.
Apply Cap - Labor upset
Post Retainer / Retainage
| • | Post Retainage - When checked, retainage (if any) will be posted. |
| • | Post Retainer - When checked, retainer (if any) will be posted. |
Print If Non-Zero - Section will print if any of the following checked values are non-zero.
| • | Hourly |
| • | Fixed Fee |
| • | ODC |
| • | OCC |
| • | Retainage |
| • | Retainer |
| • | Tax |