Invoice Modes
Choose between line items, fixed amount, or percent-of-job billing modes.
When creating an invoice, you select an Invoice Mode that determines how the total is calculated. Each mode is designed for a different billing scenario.
Line Items
The default mode. Add individual line items, each with its own description, quantity, unit price, and taxable flag.
Fields per line item:
- Description (required) — what you’re charging for, up to 500 characters. For example, “Weekly lawn mowing” or “Replace HVAC filter.”
- Quantity (required) — number of units. Defaults to 1.
- Unit Price (required) — price per unit in dollars.
- Taxable — checkbox to include this item in tax calculations. Checked by default.
Click Add Item to add more rows. Each line item has a Remove button to delete it. At least one item is required.
Best for: Most invoices — itemized billing where you want to show the customer exactly what they’re paying for.
Fixed Amount
Enter a single total dollar amount. The entire amount is treated as taxable.
Fields:
- Amount (required) — the total dollar amount for the invoice.
Best for: Simple invoices where you’ve agreed on a flat price and don’t need to itemize.
Percent of Job
Calculate the invoice as a percentage of the linked job’s total contract value. This requires selecting a job that has a total value set.
Fields:
- Job (required) — the job to base the calculation on
- Percentage (required) — the percentage of the job total to invoice
The invoice amount is calculated as: job total × percentage. The entire amount is treated as taxable.
If the selected job doesn’t have a total value set, a warning appears prompting you to add one.
Best for: Progress billing on larger jobs — for example, invoicing 50% upfront and 50% on completion.
Choosing the Right Mode
| Scenario | Recommended Mode |
|---|---|
| Itemized billing with multiple services | Line Items |
| Flat-rate job with an agreed price | Fixed Amount |
| Progress billing (e.g., 25% deposit) | Percent of Job |
| Mix of labor, materials, and expenses | Line Items |
| Simple one-time service call | Fixed Amount |
Tips
- You choose the mode when creating the invoice. You can change it while the invoice is still a draft.
- All three modes support tax and discounts. See Tax & Discounts.
- In line items mode, you can mark individual items as non-taxable by unchecking the Taxable checkbox. In fixed and percent modes, the full amount is always taxable.
Related
- Creating Invoices — full guide to the invoice form
- Tax & Discounts — how tax and discounts work with each mode