Global Recurring Contract billable vs non-billable

[Lampson_sec]

We have Managed service contracts (setup as recurring global contracts)

We have a Labor Type (L-Managed Service Labor) This indicates the labor is a service that is INCLUDED within the support contract, and shouldn't create an invoice or billable item.

IF they are doing out-of-scope work, they select (L - Standard) or (L-Advanced) which are billable charge items/labor types.

I would like the "Managed Service Labor" Charged Item to ALWAYS default to "non-billable" without the technician having to "KNOW" this an manually UNCHECK the "billable" box.

Can (and if so how) can this be accomplished?

[Support Team]

Re: Global Recurring Contract billable vs non-billable

Thank you for posting this.

Sure, it is possible to set a specific Item as 'Not-Billable' by default - assuming that these Contracts are of Global type.

If these Contracts are based on a Billing Plan - you should add an exception for this Item under the Plan Settings shown on the screenshot below.
This will affect ALL Contracts linked to this Plan.




In case the Contracts are not linked to a Billing Plan, you can change Custom Settings under the Contract General tab:



Hope this helps.

[Lampson_sec]

Re: Global Recurring Contract billable vs non-billable

Excellent - that's exactly what I needed!

Thanks!