Invoice Terms

Invoice Terms are an essential component of the Billing Profile. Invoice Terms specify invoicing instructions, such as when and what the agency bills; client billing preferences, such as how billable charges are displayed on the invoice; and how invoices should be split, grouped, or summarized.

Invoice Terms include:

• Net days due
• Approval conditions
• Applicable discount and/or surcharge rates
• Invoice Format (Invoice Statement Template)

This section includes information on how to create, modify, and delete invoice terms.

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