Global Invoicing Preferences
Use the Invoicing Preferences page to determine the way billable lines appear on invoices. To set invoicing preferences, go to Setup > Accounting > Preferences > Invoicing Preferences.
As you select different options, the preview at the bottom of the page updates to show how your invoices will look. You can select and clear options until the Preview section reflects they way you prefer for invoices to show.
When the Preview section accurately matches your preference for the appearance of invoices, click Save.
The subtabs that appear on the Invoicing Preference page depend on the settings you've enabled. If you have charge-based billing enabled, the Charge subtab appears on the page.
Related Topics
- Custom Workflow Based Invoice Approval
- Custom Invoice Forms
- Classes and Preferences
- Custom Workflow Based Invoice Approval
- Using the Billing Tab and Dashboard
- Creating an Invoice
- Choosing an Invoice Type
- Billing Operations
- Billing or Invoicing a Sales Order
- Invoicing Billable Customers
- Closing or Voiding an Invoice
- Creating Installments
- Printing an Invoice
- Progress Invoices
- Billing Costs to Customers
- Displaying Deposit Balance on Customer Statements and Remittance Slips