Setting Invoice Text for a Service Code

Your firm can include a description and explanatory text for each service code on its invoices. If your firm conducts business in multiple languages, invoice text for each language can be added as part of the service code setup.

To set up the invoice text for a service code, do the following:

1. On the Service Codes grid, do one of the following to display the Service Code setup window:
   • Create a new service code. Select New on the button bar, or right-click the grid and select New > New Service Code.
   • Edit an existing service code. Select Edit on the button bar, or right-click a code in the grid and select Open > Open Service Code from the menu.
2. In the top section of the window, enter or edit the service code information as necessary. Explain the components of the window.

Component	Description
Category/Subcategory	Select or edit the category or category/subcategory that the service code is associated with.
Service Code ID	Enter or edit the service code ID. The ID must be unique.
Service Code name	Enter or edit the service code name.
Inactive	Select this box if the service code should no longer be available for use in time entry or projects.

3. Select the Invoice Text tab.
4. Enter information about the invoice text, as necessary.

Component	Description
Language	Select the language for which you want to enter or edit a service code description. The languages that display in this list are the languages that have been set up for your firm.
Service code description	Enter or edit the service code description to print on billing invoices.
Paragraph	Enter or edit the text that you want to print for this service code on billing invoices. You can insert a keyword by selecting a keyword from the list.

Note: When a different language is selected, the description and paragraph information that displayed for the previous language is saved.

5. Click one of the Save buttons or Cancel. 

Button	Description
Save & New	Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information.
Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
Cancel	Exits the window without saving your changes.