Managing billing sets

Edit or delete billing sets, and save time creating new sets by copying and updating an existing set.

Setup > Billing Sets
Click to see existing billing sets. Or enter part of a billing set name in Billing Set Name before clicking to limit the search.
Click the hyperlinked Billing Set Name you want to manage.
In the View Billing Set window, click Edit.
In the Edit Billing Set window, to:

Change the order of service items in the set
Click or next to an item to move it up or down in the list. (Applies to “9. Misc. Charges” service items only.)
Update an item in the set
Click its hyperlink, then make changes in the Edit Service Item panel and click Save.
Delete an item from the set
Click its hyperlink, then click Delete in the Edit Service Item panel. Click Yes in the popup.
Create another billing set from this one
Click More > Copy & New in the Edit Billing Set window. Enter a new *Billing Set Name (required) and update the other information as needed.
Delete the billing set
Click Delete in the Edit Billing Set window. Click Yes in the popup.