What Are Billing Types in Clientexec and How Do You Use Them?

Billing Types in Clientexec are used to label line items on invoices. They’re helpful when creating manual charges or applying consistent names, descriptions, and prices to invoice items — including those generated from packages.

✅ What Billing Types Are For:

• Labeling manual or package invoice items
• Applying consistent naming to charges
• Auto-filling a default description and price when selected
• Allowing edits at the invoice level if needed

🔧 How to Use Billing Types

1. Create a Billing Type

• Go to Settings → Billing → Billing Types
• Click Add Billing Type
• Enter a:
• • Name (e.g., Setup Fee, Migration)
  • Optional Default Price
  • Optional Default Description
• Click Save

2. Use Billing Types in Invoices

A. For Manual Charges

• Go to Clients → [Client Name] → Invoices → Add Invoice
• Click Add Line
• Select a Billing Type from the dropdown
• • The description and price will auto-fill if defined
  • You can manually edit either field before saving.

B. For Package-Generated Invoice Lines

• Open an existing invoice with a package billing line
• Select the Billing Type Dropdown
• Choose a Billing Type from the dropdown
• • The description and price will auto-fill or change based on the selected Billing Type
  • You can manually override both before saving

🎯 Best Practices

• Use Billing Types for manual charges like setup fees, consulting, or migration
• Use consistent names for internal clarity
• Always double-check auto-filled values when changing Billing Types on package invoice lines

Updated on: 08/07/2025