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Set up recurring bill descriptions
Recurring Bill Descriptions let you describe the variations on recurring bills for different clients and engagements. Select these descriptions when setting up a recurring bill engagement for a client.
Add a recurring bill description
- Select .
- SelectAdd.
- Enter a name that describes the type of recurring bill in theDescription.noteIf you have a client for whom you perform monthly write-up work, enterMonthly write-up client.
- SelectEnterto save the description.
Deleting a recurring bill description
To delete a Recurring Bill Description:
- Select the description in the list.
- SelectDelete.
note
If the description has been assigned to any client engagements, you can't delete it.