Invoice sort codes are important for Call Activity Recording and Call Invoice Recording. They provide a high-level sorting tool for grouping service costs by items, labor, and expenses. These groupings apply to service limits and printed invoice presentation, set defaults for invoice detail, and determine whether or not to include fixed price costs in totals.

Although you can define any number of invoice sorts, Call Invoice Recording can display only six. The three basic invoice sorts—labor, items, and expenses—cover most requirements. You define their names.

If you use fixed pricing, also define an invoice sort for fixed prices.