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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:
- Time Records
- Disbursements
- Purchases
- Fixed fees
For each category you can specify:
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