RB9 invoices can be customized to your business.
For how to set up lists, see Customizing lists.
A header group is a parent structure that contains related invoice headers as its children. RB9 automatically generates a standard invoice header for each witness based upon the service items selected. Create your own custom headers for specific circumstances, and organize them into header groups to save you time locating one when billing.
Categories for organizing invoices by source, purpose, function, etc., e.g., Interoffice Invoice or Affiliate Invoice. Use Invoice Type as an additional classification for searching invoices in Invoice Inquiry and Aged A/R.
A message group is a parent structure that contains related invoice messages as its children. Create your own custom messages for specific circumstances, and organize them into message groups to save you time locating one when billing.
Categories of notes to use as a filter when searching Invoice Notes Logs.