To set up custom billing groups for owner invoices. You can then group by your custom billing group on the invoice's Configurable PDF.
Things to Consider
- Required User Permission: 'Admin' on the project's Prime Contract tool.
- Navigate to the project's Prime Contract.
- Click the Configure Settings icon.
- Click Billing Groups Configuration in the right pane.
- To add a new billing group, click + Add Billing Group.
- To add a bill code under that billing group, click + Add Bill Code.
- To save your changes, press Enter on your keyboard or click out of the text field.