Understanding Billing Preferences

The billing preferences govern which invoice layout should be used and how the line items and headings are arranged. 

Setting-Up Billing Preferences

To get to the billing preferences page, go to Admin > Billing > Billing Preferences.

Associating Billing Preferences to an Action Type (Workflow)

Step 1: Go to the Action Type Admin area

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Step 2: Click on the Action Type that you want to edit

(In the example screenshot below, the "Criminal Litigation" workflow type has been selected)

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Step 3: 

1) Click on 'Edit Action Type'

2) Select your Default Billing Preference from the drop down list

3) Click 'Save'

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