(Beta) Manage Rows and Columns in an Invoice's Schedule of Values

Objective

Background

Things to Consider

Prerequisites

• Create an Invoice on Behalf of an Invoice Contact
• Create an Invoice for Release of Retainage
• Submit a New Invoice as an Invoice Contact

Steps

• Set and Release Retainage
• Manage Table Settings
  • Row Height
  • Configure Columns
• Manage Columns
  • Adjust Column Width
  • Arrange Columns
  • Sort Columns
• Overflow Menu
  • Group by Column
  • Pin Column
  • Autosize this Column
  • Autosize All Columns
  • Reset Columns

See Also

• (Beta) Create an Invoice on Behalf of an Invoice Contact
• Create an Invoice for Release of Retainage
• (Beta) Submit a New Invoice as an Invoice Contact