We often get questions on how to create non-billable time or expense entries appear on invoices as a ‘no-charge’. This Tip of the Week will show you how to enable permissions for individual Timekeepers to be able to toggle entries as being either billable, non-billable, or a no charge.
As an Admin user, you will first have to grant Timekeepers permission to be able to choose between billable, non-billable, and no charge entries. Head under Account>Professionals. Click on the name of the professional you wish to grant permission to. Then under the Permissions tab, click on the ‘update billable type‘ checkbox for Time and/or Expense entries.
Once permission is in place, the Timekeeper should now see a Billable Type drop-down appear on the Time Entry screen, allowing them to choose between:
- Billable – amount will be included in the invoice.
- Non-billable – amount will not be included or appear on the invoice.
- No Charge – will show on an invoice, but with a zero dollar amount (it will appear as ‘no charge’ written next to the time entry).
TimeSolv recommends that timekeepers track all their time for the day, whether that time is billable or not. This will allow the firm to see how much time may be spent on non-billable tasks and provide good data on how to allocate resources within the firm. Non-billable entries will NOT appear on client invoices. If you’d like to make a time entry that’s not billed to a client appear on their invoice, choose No Charge. The entry will then be included on the invoice and in the amount column will appear No Charge so it’s clear to the client that this activity done by your firm was at no cost to them.
If you’d like TimeSolv support to help you with creating billable, non-billable, and no Charge entries, please call 1.800.715.1284 or Contact support.
