Do you have multiple billing type names for various positions but only want clients to see a single name?
For example, you have assigned a billing rate to John as "Junior Developer", but you want the client to see the name "Developer" on the cost estimate or invoice.
Follow these steps to set external billing type names:
- Hover your mouse cursor over Accounts.
- Click on Item Types.
- Click on New Item Type.
- Fill in the details of the Item Types as normal.
- External Name: Here you add the external name for that item type that your client can see.
See the video below:
Look at all your item types and make sure your external names are all correct.