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For EBM users: see Admin > Billing Settings

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:

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

For each category you can specify: 

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