Summarise multiple labour charges on printed invoices with Grouped Labour.

To better analyse your labour, it’s often best to have individual products set up for each technician. Often this is done by having a product group named “Labour”, subcategories within this group for each technician, and individual products within each category, for different labour rates you may charge.

This allows you to run sales reports per technician (by selecting their specific group/category) to analyse their specific labour sales for a specific date range.

However – you probably don’t want this level of detail appearing on the customer’s invoice. They don’t need to see multiple labour charges on their invoice, for each technician.

Using Grouped Labour you can set the system up to summarise all labour charges on the printed invoice, under the one “Labour” or “Technician Fee” line. You can also set up whether or not you want the hourly rate and duration to display, or to simply display the total labour charge.

TABLE OF CONTENTS

• 1. Turn on Grouped Labour to print
• 2. Setup Labour Product to be Grouped
• 3. Create and Print the Invoice

1. Turn on Grouped Labour to print

Go to: Company/Setup > Accounts Receivable > Configure Module

The Grouped Labour settings are in the Printing Options on the Invoices tab. 

• Grouped Labour Product on Invoice  -  This is the code that will appear on the invoice instead of the mechanic's labour code.
• Print Grouped Labour Quantities on Invoice  -  The quantity of the labour to print
• Don’t print Group Labour at the bottom - by default, Grouped Labour charges display as the bottom line of the invoice, ticking this box will make them appear in the position of the first labour charge on the printed invoice.

2. Setup Labour Product to be Grouped

You may or may not want all the mechanics labour to be grouped.  Any entry in the grouped labour screen will behave as grouped labour on the printing of the invoice. To selecct the product you want to be grouped on printed invoices, go to Products > Grouped Labour:

This will display the following window, any products listed here will behave as grouped labour.  Add or Delete as needed.