Use this form to set up an on-account invoice.

1. Click Project> Projectsand select the project you want to create the on-account setup for.

2. Click Invoice> On account.

3. In the On account window, click CTRL+N to create a new line, and enter the on-account invoicing amount on the line.

4. Create additional lines by selecting the Offset transactioncheck box to indicate that the line is an offset line and entering the amount with a negative sign.

   The on-account invoicing setup includes an optional number of offset transactions. The sum of the offset transactions should correspond to the on-account amount.

Tip
You can also open the On accountwindow from an estimate project or from an invoice project.