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.

The following options are available from the Invoicing subtab.

The following options are available on the Subscription Management subtab:

Note:

You won't see the Subscription Management subtab until you enable SuiteBilling.

The following options are available on the Charge subtab.

Invoicing Preferences for Individual Forms

In addition to the company-level settings for invoicing preferences, you can set preferences for invoicing options on customized forms.

For example, you can customize a service invoice form to use different invoicing preferences than the company-level settings for other invoice forms. The customized service invoice can group time items even if all other invoices don't.

To set invoicing preferences for individual forms, go to Setup > Customization > Forms > Transaction Forms (Administrator), and click Customize next to the form. On the Preferences subtab, you can set invoicing preferences for this form based on the setting for the Use Defaults box.

If the Use Defaults box is clear, you can choose your invoice settings for the form.

Classes and Preferences

The billable lines on an invoice get the class from the related purchase transaction if you don't set these preferences:

When these are disabled, each billable line gets its own general ledger line. You'll see these billable lines in the GL Impact page. To view this, click the GL Impact link at the top of the form.

However, if you do set these preferences, billable lines won't have a class unless you assign one to the entire invoice at the transaction body level.

Related Topics

General Notices