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Understanding Billing Preferences

Billing preferences govern the arrangement of invoice lines items when you bill matters.

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
  • The heading title
  • The order in which the heading should appear on the invoice
  • A default income account and tax code

 


 

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