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Set up billing types

How-to · Updated 25 Jun 2026

Configure sales and purchase billing types in ClaimDS so each business-volume line is categorised correctly for settlement — the catalogue that tells settlement how to treat each line.

Billing types are the catalogue that tells settlement how to treat each line of business volume. They're a quiet setting, but an important one: get them right and settlement categorises every line correctly; get them wrong and lines settle under the wrong treatment.

Two catalogues, sales and purchase

ClaimDS keeps sales and purchase billing types separate, mirroring the two sides of your business. Each catalogue maps the kinds of lines on that side to how settlement should treat them.

Configure them

Follow the numbered steps below. Billing types work hand in hand with your transactions and feed settlement, so set them before you settle at volume.

Step-by-step

  1. Open Settings → Billing types

    Go to Settings and choose Billing types. There are two catalogues — sales and purchase — because the two sides of your business are categorised separately.

  2. Review the sales billing types

    Open the sales catalogue. These categories tell settlement how to treat each line on your customer billing documents, so the right lines feed the right calculations.

  3. Review the purchase billing types

    Open the purchase catalogue and do the same for your vendor purchase invoices. The two catalogues keep sales and purchase settlement clean and distinct.

  4. Map your lines deliberately

    Make sure each kind of business-volume line maps to the right billing type. A miscategorised line settles wrongly, so this is worth getting right before you run settlements at scale.

  5. Save and let settlement use it

    Save the catalogue. Settlement now categorises each business-volume line according to these definitions, so amounts flow into the correct treatment automatically.

Frequently asked

What happens if a line is categorised wrongly?

It can settle under the wrong treatment. Because billing types drive how settlement handles each line, a careful catalogue up front prevents reconciliation surprises later.

Are sales and purchase billing types separate?

Yes. They're two catalogues, because the two sides of your business are categorised and settled independently.

Still stuck?

Book a demo and we'll walk through it on your own data — or just talk to us.

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Set up billing types — ClaimDS