Invoicing

Set default styling for six invoice line types — text only, text value, text & units, percentage lines, percentage claims, and progress claims. From Administration > Settings > Invoice Line Control Settings you can customise widths, alignment, fonts, number formats, and labels.

Subtotals and line groups in Abtrac give you control over how your invoices are presented to clients. You can group related work, disbursements, or discounts together, making invoices easier to read and approve. Automatic invoices usually include subtotal groups by default, so you don’t always need to make changes. However, if you want to adjust the layout or add extra lines, you can edit or create groups directly. This article explains when to use groups, how automatic subtotaling works, and the steps to manage invoice lines in detail.