Advanced input Type column for Estimates and Invoices

Requires the Advanced Plan of Banana Accounting Plus.

The Type column in the Invoice Edit Dialog allows you to assign a specific role (e.g. header, notes, subtotals) to the invoice row.

To use the column, you first need to make it visible in the desired view, from the Settings tab (section Items columns > enable the Type column).

The available options in the Type column are as follows:

• Header
  Allows you to insert a header text to be displayed in the invoice details (in blue in the image).
• Note
  Allows you to insert annotation text to be displayed in the invoice details (in green in the image).
• Totals
  Allows you to insert up to three levels of subtotals (in yellow in the image).

Header

Inserts a header row for the content of the following rows, where the items or services are listed.

• In the Type column, select Header from the list.
• In the Description column, enter text that will be displayed in bold as the header for the content of the following rows. The text can span multiple lines.
• The other columns must remain empty.

Example of data entry:

Note

Inserts a note row to be displayed in the invoice details, before or after the list of items or services.

• In the Type column, select Note.
• In the Description column, enter text that will be displayed on the invoice. The text can span multiple lines.
• The other columns must remain empty.

Example of data entry:

Total 2

Inserts a subtotal row that sums up the preceding items.

• In the Type column, select Total 2.
• In the Description column, enter text that will be displayed on the invoice. The text can also span multiple lines.
• The other columns must remain empty.

The Total 2 row:

• Automatically calculates the subtotal of the items entered in the preceding rows.
• You can insert multiple Total 2 rows: each one sums all the items that precede it.

Example of data entry:

Total 1

Inserts a subtotal row that sums up Total 2 rows and the previous items or services not included in a Total 2.

• In the Type column, select Total 1.
• In the Description column, enter text that will be displayed on the invoice. The text can also span multiple lines.
• The other columns must remain empty.

The Total 1 row:

• Automatically calculates the subtotal of the items entered in the preceding rows.
• If the preceding rows contain Total 2 rows, their values are included in the subtotal calculation.
• You can insert multiple Total 1 rows: each one sums all the items and Total 2 subtotals that precede it.

Example of data entry:

Total

Inserts a subtotal row that sums up Total 1, Total 2 and the previous items or services not included in Total 1 or Total 2.

• In the Type column, select Total.
• In the Description column, enter text that will be displayed on the invoice. The text can also span multiple lines.
• The other columns must remain empty.

The Total row:

• Automatically calculates the subtotal of the items entered in the preceding rows.
• If the preceding rows contain Total 1 or Total 2 rows, their values are included in the subtotal calculation.
• You can insert multiple Total rows: each one sums all the items or services and Total 1 and Total 2 subtotals that precede it.

Example of data entry: