You use non-billable items when you provide a service to a customer but do not want to charge for it. When an item is marked as non-billable, it displays on the invoice but with no charge. To make an item non-billable:
- Click the Service Orders link from the Main Menu. The Service Orders screen opens.
- Select the service order with the item(s) to set as non-billable.
- Right-click and select Edit -> Edit. The Edit Service Order screen opens.
- Select the Service Order Items tab.
- Select the item to make non-billable.
- Right-click and select Edit -> Edit. The Edit Service Order Item screen opens.
- Select the Additional Information tab.
- Expand the Billable section.
- Uncheck the Billable check box.
- Click OK.
To make the item billable again, follow the same steps as above except check the Billable check box. The charges are then reinstated.
If you want to make an item non-billable and not display on the invoice, you need to set it as internal. See Internal Service Order Items for more information.
Comments
4 comments
Why is my billable box grayed out?
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I'm going to guess it's because this is an Actual item. You'd need to remove the Actual and mark the Ordered Item as non Billable.
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The problem is I need the money to show on the ordered item but not the actual. For our records with cancellations we need to show was we were expecting in revenue vs. what we got. Also, am I doing something wrong, in v19 when I opened a completed work order all the items automatically opened as well, now I have to open each item even after I opened the work order.
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Ah, then I suppose you need to Cancel the item, not Actual(ise) it.
On the Actuals tab (assuming it has not been invoiced) you should be able to Remove the Actual. Then you can Cancel the item OR close it with zero qty actual.
You can easily report on the value of cancelled items to see the lost opportunity.
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