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November 6, 2026
Sales

Sales Order KPIs Calculated by Invoiced Setting

Sales Orders
Invoicing
Reporting

A 30-line order with 29 lines billed used to count its full value in the In Progress tile until it was marked Complete. A new setting under System Data → Sales lets you calculate the tile totals by what has been invoiced instead of by order status, so In Progress shows what is left to bill. Value moves once an invoice is issued; deposits and progress billing don't count, and the charts still show full order values. Order status stays the default.