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Answers & Best Practices

Filtering on the Billable Line Items Page

  1. From the Accounting page, click on the Billable Line Items tab at the top. 
  2. Click Filter on the left.
    • You can filter by account, users, auto-pay, payment plans, specific products, dates and so much more.
  1. Use the toggle switch to select this line item to be invoiced. 
  2. After selecting a line item, you will see the Invoice Selected Items button appear. Click this to invoice these items.
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