Setting Default Display Columns on Prebills/Invoices

By default on Prebills and Invoices, the following information is printed for each Time slip:

Date

Initials (of Biller)

Hours

Rate

Fee (total amount for the entry)

Similarly, the following information is printed for each Disbursement slip:

Date

Quantity

Each (cost for each)

Cost (total amount for the entry)

The settings determining which columns are displayed by default on prebills/invoices can be set.

For example to hide the Rate column:

After clicking Print (or Post) from the Billing module > Summary screen, click the Options button on the first screen that appears:

Un-check the Rate option (or whatever columns should not be displayed), and click the Default button:

 

Once this is done, by default on all future Prebills/Invoices, the Rate will not be displayed:

NOTE: On any given prebill/invoice, the options on what to display can be changed on the screen below. If they are changed and "OK" is clicked, the selected options will be used for the current prebill/invoice, without impacting the default options:

 

 

 

 

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