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Understanding Billing Preferences
The billing preferences govern which invoice layout should be used and how the line items and headings are arranged.
Setting
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-Up Billing Preferences
To get to the billing preferences page, go to Admin > Billing > Billing Preferences.
You will then see the page in the screenshot below.
- Existing (if any) billing preferences will be displayed as in the list below. You can click on those to see how the billing preferences have been configured and edit them if required.
- You can create a new preference by clicking on this button.
Associating Billing Preferences to an Action Type (Workflow)
Step 1: Go to the Action Type Admin area
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2) Select your Default Billing Preference from the drop down list
3) Click 'Save'
