Job Invoice Customer Aggregation Concepts

Under certain circumstances, a line for a bill-to customer may be missing from the List of Blanket Invoice Collections table in the Blanket Invoice Selection reference workspace.

A line may not display if:

  • You have not invoiced the customer in the past 12 months.
  • You use blanket invoicing.
  • You include these fields in the panel that lists bill-to customers:
    • Total amount invoiced for time-and-material invoices
    • Total amount invoiced on account
    • Total on account reconciliation