Knowledge Base > Best Practices > Common Invoice Types

in Best Practices Tags: InvoicingBilling

Most Practice Management Workspace users have very specific preferences when it comes to Invoice Types. You want to use the type that gives you the details you want on your invoice, but if you are looking for a suggestion use one of the Invoice Types below. There are 3 that typically cover 99% of client needs: Work Code – Breaks the invoice line items up by work code. All work codes will have their own line item and the invoice will be totaled accordingly. Project – The invoice will be totaled based on project or “job”. Summary – Removes all details and allows for only one line item with one description.

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