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Understanding Billing Preferences

Billing preferences govern the grouping and sort order of the lines items in client invoices.

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:
  • Whether the category should be shown as a separate heading on the invoice and the heading description
  • A default income account

 


 

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