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Understanding Billing Preferences

Billing preferences govern the grouping and sort order of the lines items in client invoicesarrangement of invoice lines items when you bill matters.

There are four categories of lines items that you can apply settings to:

  1. Time Records
  2. Disbursements
  3. Purchases
  4. Fixed fees

For each category you can specify: 
  • Whether the category should be shown as a separate heading on the invoice and
  • The heading title
  • The order in which the heading descriptionshould appear on the invoice
  • A default income account and tax code