Understanding Billing Preferences
Billing preferences govern the arrangement of lines items on the invoice screen when you bill an Action.
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Note: Your Actionstep system contains default billing preferences which will be typical of your type of business, so you only need to adjust these settings if you require a different layout |
There are four categories of lines items that you can apply settings to:
- Time Records
- Disbursements
- Purchases
- Fixed fees
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
- The date the items should be ignored before
Setting Billing Preferences for Action Types
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