Overview
In ZenCase, you can set a time entry as billable and show on bill or you can set the time entry as non-billable and do not show on bill. You have many options in which you can set a time entry on a pre-bill.
Pre-Bill Time Entry Options
There are four options in which you can set a time entry on a pre-bill:
Billable "Yes", Show on Bill "Yes"
Billable "Yes", Show on Bill "No"
Billable "No", Show on Bill "Yes"
Billable "No", Show on Bill "No"
Billable "Yes", Show on Bill "Yes"
This option will allow the time entry to be billable and the time entry amount will be included in the final invoice amount. Also, the time entry will display as a line item on the final invoice.
Billable "Yes", Show on Bill "No"
This option will allow the time entry to be billable and the time entry amount will be included on the final invoice amount. Also, the time entry will NOT display as a line item on the final invoice.
Billable "No", Show on Bill "Yes"
This option will allow the time entry to be non-billable with the time entry amount zeroed out by setting the bill rate to $0 to ensure hours are unaffected and the time entry bill amount is $0. The zeroed out time entry amount will not have any affect on the final invoice amount. Also, the time entry will display as a line item on the final invoice.
Billable "No", Show on Bill "No"
This option will allow the time entry to be non-billable with the time entry amount zeroed out by setting the bill rate to $0 to ensure hours are unaffected and the time entry bill amount is $0. The zeroed out time entry amount will not have any affect on the final invoice amount. Also, the time entry will NOT display as a line item on the final invoice.
Single Line Item For Fees
When all of the fees on a pre-bill are set to "Show on Bill" equal to "No", then a single line item will display in the fees table with the description "Fees For Services Rendered" with the total amount equal to the sum for all of the fees marked as do not show on bill. You may want to use this option when you want to exclude all of the fee details.
Please Note: The single line item option for fees will only display when ALL of the fees are marked as do not show on bill. You will only see the line item description "Fees For Services Rendered" on the final invoice PDF.
You can click "Print Preview" while editing a specific pre-bill to view what the final invoice will look like. Note that the items set to not show on the bill will have a message saying "** Will not show on invoice **".
Let us know if you have any questions!