Invoice - Line Items

The Line Items page shows detailed information about the line items for the current invoice. Depending on the invoice type, one or two grids are visible on this page:

The following table shows the controls on the Line Items page. These controls are only available when the invoice is in edit mode. For more information about editing line items, see "Editing Line Items".

From the Line Items page, you can…	Click
Choose options for releasing retainage. Available only if retainage is used.	Retainage Options
Add a new change order. Available only for pre-commit invoices.	Add Change Orders
Add a new line item to the end of the list. Available only for auto-commit invoices.	Add Row
Remove a change order. Available only for pre-commit invoices.	Remove Change Orders
Delete a line item. Available only for auto-commit invoices.	Delete Row
Update the line items. Available only for pre-commit and auto-commit release invoices.	Update Line Items
Rebalance the values on the Financial Summary and Tax Summary pages of the invoice so that they reflect recent updates to the line items.	Rebalance
Choose which columns are displayed on the page. You can choose to view All of the line item columns, or the Basic, AIA, or PM Classical line item columns.
Sort lists by values in a column. View the total number of items in a list. Refresh a list. Expand and reduce row height. Resize columns. Change the position of columns. Navigate through lists using shortcut keys. Display a subset of list columns according to a list view.	For more information, see "Working with Line Item Lists "
Paging through line item lists.	For more information, see "Paging in Lists"
Searching a list of line items.	For more information, see "Searching in Lists"