Phased invoice group by title

You can have a phased invoice grouped by title by selecting that invoice template from Settings. 

  1. On the Settings > Billing & Invoices > Template Assignments panel, select the relevant template for any invoice type by clicking Choose Template.
  2. On the Choose Template dialog, select Phased and Joint in the Show option.
  3. Select Phased Invoice by Title from the left panel and preview it.

Check CORE Help Center for details.

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