Configuring Classes, Terms, and Messages Follow

Set Enterprise Defaults

• Login as Admin.
• Click Settings.
• Click My Company on the left-hand side.
• Scroll to Invoices and click More Settings.
• Select the proper default class/term/customer message. These are not necessary if you do not want them but if a company or project does not have anything, these will default. 

• Click Save & Close.

Set Terms or Message per Company

• Click on Settings.
• Click on Companies.
• Click on desired company.
• Select the proper Terms and Invoice Message for this company. 

• Click Save and Exit.

Set Class per Project

• Click on Settings.
• Click on Projects.
• Click on desired project.
• Within the project, click on the Details tab.
• In the Category section, select the proper class for this company in the Department/Class field. 

• Click Save & Exit.