Do you have a new pro bono client, or need to enter a fee or cost at no charge for a regular client? Clients and transactions can be marked as non-billable so that you can still track your time without charging your client.
Non-billable Clients
If you have a client for which there will be no billable time, you may want to mark the client as non-billable. Marking the client as non-billable prevents the accidental entering of billable transactions for the client. Transactions can still be entered, but they will default to a non-billable Bill Code.
To mark a client as non-billable
- From Tabs3 Billing Quick Launch, search for and select “Client Information.”
- From the Setup tab, in the Status section, select the Non-billable check box.
- Press Ctrl+S.
Non-billable Transactions
When fees (or costs) are entered, the transaction’s Bill Code can be specified as 1 – Non-Billable / Non-Printable if you do not want the transaction to be printed on a statement or 2 – Non-Billable / Printable if you want the transaction to be printed on a statement.
When using a Bill Code of 2 – Non-Billable / Printable, transactions will be printed on the statement, but the amount will display “n/c” to indicate that there is no charge for the transaction. If desired, this text can be changed via Statement Customization.
To change the “n/c” terminology
- From the Quick Launch, search for and select “Statement Customization.”
- On the Terminology tab, select Line 8 from the list.
- In the Line 8 field, change the text as desired up to 60 characters.
- Press Ctrl+S.
You can optionally configure transaction codes (tcodes) to default to a non-billable Bill Code. This means that when you select the tcode on a transaction, the Bill Code will already be set as non-billable.
To specify a Bill Code for a tcode
- In the Quick Launch, search for and select “Transaction Code Information.”
- On the Tcode tab, select the desired Tcode.
- Select the desired Bill Code.
- Press Ctrl+S.
In summary, there are three different ways to track non-billable transactions: mark the client as non-billable, specify a non-billable Bill Code when entering individual transactions, and/or configure tcodes to be non-billable. Take a look at these options and see which option is right for you the next time you need transactions to be non-billable.
