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Understanding Billing Preferences

Billing preferences govern the arrangement of invoice lines items when you bill matters.

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

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

 

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Info

See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360001816988-Billing-Settings