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
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)
Step 3:
1) Click on 'Edit Action Type'
2) Select your Default Billing Preference from the drop down list
3) Click 'Save'