---
title: "Billing Types"
slug: "billing-types"
updated: 2026-08-13T20:27:21Z
published: 2026-08-13T20:27:21Z
canonical: "help.agilityblue.com/billing-types"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.agilityblue.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing Types

## Billing Types

Billing types are used to categorize and log billing entries. A workspace can have as many billing types as needed and the rates, units and available types can be customized to meet any organization’s needs.

#### Viewing billing Types

To view billing types, navigate to the gear icon within the blue bar area at the top of any page and select billing types from the drop-down menu. Existing billing types will be displayed in the Agility Blue grid format (see Agility Blue Grid) and categorized by billing unit.

![view billing types png.png](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/view%20billing%20types%20png.png)

#### Creating New Billing Types

To add a new billing Type, select the +New Billing Type button at the top right of the billing type page. Six fields will be required to create the billing type:

![New billing type png.png](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/New%20billing%20type%20png.png)

- Description - The name of the billing type, also used as a simple description
- Unit - The unit used to calculate the billing type
- Billing Code - Can be set to a custom code (codes are often designed by the user to mirror that of the existing accounting billing codes allowing for easy export/import)
- Standard Unit Price - The cost of a single unit
- Date is Required? - Controls the date requirement for billing entries of this type
- Narrative is Required? – Controls the requirement of a narrative for creating billing entries of this type. Canned narratives can be created to save time and ensure consistent narratives per billing types
- Visible? – Controls if the new billing type is visible to users in the billing entries tab ![Entering new billing type png.png](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/Entering%20new%20billing%20type%20png.png)

#### Editing Existing Billing Types

To edit or delete an existing billing type, navigate to the context menu to the left of each entry.

- Click the red trash can icon to remove the billing type globally from all profiles
- Select edit to modify any of the fields contained within the billing type including the standard unit price ![Editing existing billing type png.png](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/Editing%20existing%20billing%20type%20png.png)