General Steps to Use Labor Categories for Billing

This general process applies whenever you use labor categories for billing invoices.

To use labor categories for billing purposes:

1. Set up labor categories in Settings > Labels and Lists > Lists.
2. In the Employees hub, assign a default labor category for an employee in the Labor Category field on the Employment Details tab.
3. In Settings > Rate Tables > Billing Labor Categories, add labor category tables that contain labor categories and their billing rates.
4. Enter labor category settings for a project's billing terms on the Labor tab in Billing > Billing Terms.
   • In the Method field, select By Category.
   • In the Rate Table field, select the labor category table.