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Communityis there a way that we can enter non-billable time in time and fees; having it shown on invoices - show that it is non-billable without deleting the dollar amount or counting the time as billable.
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is there a way that we can enter non-billable time in time and fees; having it shown on invoices - show that it is non-billable without deleting the dollar amount or counting the time as billable.

Lorraine Scheer (Customer) asked a question.

November 6, 2020 at 10:54 AM
is there a way that we can enter non-billable time in time and fees; having it shown on invoices - show that it is non-billable without deleting the dollar amount or counting the time as billable.

Our previous billing system would allow us to enter time and indicate that it was non-billable; the client would see how much time was "given" to them when an invoice was generated. This also allowed us to run a transaction history showing fees charged as well as fees non-billed. it was a great breakdown.

 

Thank you,

  • 6 answers
  • 1.33K views
Cheri Bardin and Nancy Thomason like this.

  • Sebastian Figg (LEAP Dev)

    Hi @Lorraine Scheer (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    From my understanding, you wish to set some time entries to not billable and still include these on an invoice with no amount charged ($0) for these items.

     

    For any of these items set "Billing" to "Not Billable" as shown in the image below.

     

    2020-11-09 14_36_39- 

    Next to have these entries displayed on invoices enable the invoice preference for Not Billable time entries to appear on invoices by following the steps below.

     

    1. Click the LEAP Menu > Settings > Application Settings 
    2. On the options page, navigate to Invoice > Invoice Settings.
    3. Mark the checkbox of Include Unbillable Time.

     

    Once this has been enabled, create an invoice and it should include any Not Billable on the invoice as Not charged items with no amount set.

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Sebastian.

    Expand Post
    Selected as Best

  • Sebastian Figg (LEAP Dev)

    Hi @Lorraine Scheer (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    From my understanding, you wish to set some time entries to not billable and still include these on an invoice with no amount charged ($0) for these items.

     

    For any of these items set "Billing" to "Not Billable" as shown in the image below.

     

    2020-11-09 14_36_39- 

    Next to have these entries displayed on invoices enable the invoice preference for Not Billable time entries to appear on invoices by following the steps below.

     

    1. Click the LEAP Menu > Settings > Application Settings 
    2. On the options page, navigate to Invoice > Invoice Settings.
    3. Mark the checkbox of Include Unbillable Time.

     

    Once this has been enabled, create an invoice and it should include any Not Billable on the invoice as Not charged items with no amount set.

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Sebastian.

    Expand Post
    Selected as Best

    • Nancy Thomason (Customer)

      Sebastian:

      Thanks so much! One more question. When I change the setting as you indicate below, will it stay that way for all matters or just the one I change?

      Thanks.

      NancyJo
      Expand Post

      • Sebastian Figg (LEAP Dev)

        Hi @Nancy Thomason (Customer)​,

         

        Thanks for the follow up question!

         

        The invoice preference within the LEAP Application Settings for Not Billable time entries to appear on invoices is a global setting. This means it will apply to all matters within LEAP.

         

        Best regards,

         

        Sebastian.

        Expand Post

      • Scott Wolf (Schlossberg, LLC)

        You could also create an Activity Code Called "Not Billable" which would generate a $0.00 entry and have auto text start the description with "Non-Billable to Client Re:" or something like that ......

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is there a way that we can enter non-billable time in time and fees; having it shown on invoices - show that it is non-billable without deleting the dollar amount or counting the time as billable.