- Click the blue Invoicing tab.
- Choose the desired unfinalized invoice.
- Click on the Invoice Summary tab.
- Put a check mark next to "Use Summary."
- Choose "Separate Labor and Expenses" in the pull down menu.
- Put a check mark next to the one that you want to apply the summary.
- Type in the summary.
- Click the Save button.
Even though you still see the individual items in the "Invoice Line Items" tab, when you click Print or Create PDF, the invoice summary will be displayed.