Setting Up Breakout Codes

To set up a breakout code from the Setup Invoice Codes page:

  1. Navigate to the Setup Invoice Codes Page
  2. From the drop-down menu at the top of the page, choose Breakout Codes.
  3. From the Invoice Document lines will use: drop-down menu, choose a sort order.

    Select Invoice Codes with Detail to display subtotals with line item detail.

  4. Create Breakout Codes.

    For each group you need, add a breakout code:

    1. Select Add New Line.
    2. Enter the breakout code and description.
  5. Select the Save Changes button.

    A Status page confirms the Invoice Codes have been saved.