New invoicing module Question (Q Mac)

If I then go /dashboard/income statement/business income, instead of seeing just the total for that invoice I see every line item listed.

An income statement has one line for every category. So if you're seeing multiple lines, it's because you've used multiple categories.

I just want one category per invoice / client. Example - as an IC it might be "freelance income". On the invoice itself I might break down specific items but those are only for the invoice and not to be reflected anywhere else. It should just go into freelance income.

As I suggested above, you could use multiple Products for your invoices which all flow to a single Category, which would result in everything on an invoice counting as one category of income.

And if you're truly breaking down details just for what's displayed on an invoice, you could probably just use one Product, and provide your customer the details in the Description field. That is, if you create a single Product called "Services", you could have multiple line items using that product and having descriptions of the different things you've done.

But if you have different amounts you charge based on what service you've done, then create more Products, each with their own Rate, but having the same Category.

It sounds like you currently have different Products each using different sub-categories, and then you're frustrated at seeing those sub-categories reported on an Income Statement. Since you said that the details on each invoice "are only for the invoice and not to be reflected anywhere else", then using either one Product, or multiple Products which use the same Category, would achieve what you want.

I would guess the thinking is that most people would have different products for the different items in the invoice. In your case, could you just have one line item, and use the description field to capture the details you want only on the invoice?

It would be great to also be able to set a default deposit account when marking an invoice as paid.

When you enter a payment, it should default to the last deposit account used. So you only need to select a deposit account after you've used a different account for a payment. (I understand that's not the same as have a default account which is used every single time.)

As I've said, if you want only one detail line per invoice if you drill down on your income, then create your invoices with only one line item. You can type as long as you description as you need (onscreen it is only one line, but in a printed invoice it expands to as many lines as needed). Or you can type information about the different products/services provided on the invoice in the Note to Client field. So you can achieve what you want. (If you choose to continue to record multiple line items in your invoice, you can't expect them to be combined for income reporting at the drill-down/detail level; that's just not the way a drill-down report works.)