Set Up Billing

Use the Billing Setup page to make decisions about how your clients will be billed.

The page has multiple tabs, each focused on a different area.

Tab	Description
Summary	This tab shows you all of the work that you have done on the other tabs.
Options	Use this tab to make basic decisions about how clients will be billed, including how invoices and formatted and numbered, whether retainers and retainage are tracked, and whether you use an invoice approval workflow. See the Retainers, Retainage Overview, and Invoice Approval Overview help topics for more information.
Invoice Accounts	During final invoice processing, invoice transactions are charged to general ledger revenue accounts. Use this tab to specify the default revenue account for each section of your invoice. For example, specify the revenue account associated with fee billings. Also use this tab to enter the label that will appear above each invoice section.
Taxes	Use this tab to set up the taxes that you need to calculate and include on invoices. For each tax, specify the tax rate, the invoice sections to which it should be applied (labor, expense, fees, and so on), and the general ledger account to which the tax is charged.