Understanding Billing Preferences

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

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:

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

Setting Billing Preferences for Action Types

If you want different invoice layouts for different action types then you can set these in the Action Type editor.