Billing Items

A billing item is a product or service charge, such as a finance fee, flat rate, or unit, that you charge to clients on an invoice.

To access the list of billing items, go to Receivables, Billing items. To customize the list view, select Columns, choose the details to include, and then select Apply changes. You can also reorder the columns by dragging and dropping the column headers.

To quickly locate a billing item, use the search field or apply filters.

• To find and open a specific billing item, search by its name (or partial name) and select it from the results.

• To view only billing items that share specific criteria, such as status or type, select the appropriate options from the list of filters and then select Apply filters.