Click Admin > General Settings > Service Charge.

Select the default Service Account Nominal Account.

Tick Add service charge details to invoice to add the Budget and Schedule columns to an invoice.

Tick Require budget selection on service charge invoice to force a budget selection and populate the Budget field by default.

Tick Display one line per budget on service charge invoice documents to group the schedule charges together when printing an invoice.

Click OK to save your settings.

Note: The Budgets and Schedules are only available once a Service Charge Nominal Account is selected. Click here for instructions on setting the Service Charge Nominal Account Reporting Groups.

Note: The Budget and Schedule default to the first budget and schedule that include the invoice date.

Introduced in version 2016.5.25.2745