You can decide how to order Billing Entries on your bills. There is a system setting for how entries are sorted and the billing entries on a pre-bill can be sorted into any custom order that you want.
Default Settings
Admins can set the default sort order of billing entries for bills/invoices. You can set these in Advanced Billing under Client Bill Entry Sorting. Here you can set 3 levels of sorting criteria in either ascending or descending order. Note that the system initial sorts by Billing Entry Type, having time entries above expense entries.
Your options for what to sort by are:
- Date
- Timekeeper
- Product
- Description
- Billable
- Rate
- Amount
- None (if you don’t want to use all three groupings)
Custom order on a Pre-Bill
While editing a pre-bill you manually change the order of billing entries, this will override the default sort order.
To do this select the row that you want to move and press the “Move Row Up” or “Move Row Down” button to move that row up or down. Repeat this until all of the rows are in the order you want and then press the “Save Row Order” button to save the row order. If you press the “Save” Button before pressing the “Save Row Order” a dialog box will open asking you if you want to save the row order.
Button overview:
- Move Row Up Button: Moves the selected row up one row.
- Move Row Down Button: Moves the selected row down on row.
- Save Row Order: This saves the row order. Pressing the “Save” button at the top of the page does not save the row order.
Related Articles
Navigation Paths
Client Bill Entry Sorting: System Settings > System Configuration > Advanced Billing > Client Billing Entry Sorting.
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