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

  1. Select
    Setup
    Recurring Bill Descriptions
    .
  2. Select
    Add
    .
  3. Enter a name that describes the type of recurring bill in the
    Description
    .
    note
    If you have a client for whom you perform monthly write-up work, enter
    Monthly write-up client
    .
  4. Select
    Enter
    to save the description.

Deleting a recurring bill description

To delete a Recurring Bill Description:
  1. Select the description in the list.
  2. Select
    Delete
    .
note
If the description has been assigned to any client engagements, you can't delete it.