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# 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

|| 📝 Note: Changing the Billing Type on package invoice lines may overwrite the original description and price.

### 🎯 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