Contents of the Invoice Accounts Form

Use the fields to specify the invoice accounts to be used for billing categories, along with the label that appears on the invoice. However, any or all of these accounts can be overridden on the Misc tab of Billing Terms for individual projects.

Video: See related video below

For any account, you can enter an account in the field or click and select an account from the Account lookup.

<Company Name>

The heading changes to reflect the current company for which you want to configure the invoicing options.

Field	Description
Fee	In the Invoice Account column, enter the revenue account number for fee billings. In the Label on Invoice column, enter the label used for the fee section in the Billing to Date section on invoices.
Labor	In the Invoice Account column, enter the revenue account number for labor billings. In the Label on Invoice column, enter the label used for the labor section in the Billing to Date section on invoices.
Consultant	In the Invoice Account column, enter the revenue account number for consultant expense billings. In the Label on Invoice column, enter the label used for the consultant section in the Billing to Date section on invoices.
Expense	In the Invoice Account column, enter the revenue account number for reimbursable expense billings. In the Label on Invoice column, enter the label used for the expense section in the Billing to Date section on invoices.
Unit	In the Invoice Account column, enter the revenue account number for unit billings. In the Label on Invoice column, enter the label used for the unit section in the Billing to Date section on invoices.
Add-on	In the Invoice Account column, enter the revenue account for add-on fees. In the Label on Invoice column, enter the label used for the add-on section in the Billing to Date section on invoices.
Tax	In the Label on Invoice column, enter the label used for the tax section in the Billing to Date section on invoices.
Interest	In the Label on Invoice column, enter the label used for the interest section in the Billing to Date section on invoices.
Save	Click this button to save changes on the form.

Video

Title	Description
Set Up Billing	Learn how to set up Billing, including selecting options for preparing and formatting client invoices and tracking revenue and taxes.