Setting Up Bill Types
You add, modify, and delete bill types on the Bill Type page.
Adding a Bill Type
Select
.On the Bill Type page, click Add.
On the Add Bill Type page, enter information for the following fields:
Elements of the Bill Type page
Page Element
Description
Bill Type
Enter a name for the bill type.
Description
Enter a short description for the bill type.
Invoice Form
Select the invoice form you want to use for this bill type.
Invoice Series
Select an invoice autonumbering rule for the bill type.
For more information on autonumbering, see Setting Up Autonumbering.
Click Save.
Modifying a Bill Type
Select
.Click a row on the Bill Type page.
On the Bill Type Details page you can:
Update the bill type field values.
Note: You cannot edit the Bill Type field.Delete the bill type. You will be prompted to confirm the permanent deletion.
Click Save.
Deleting Bill Types
Select
.Click Edit.
Select the check boxes next to all the bill types you want to delete.
Click Delete. You will be prompted to confirm the permanent deletion.