Mark an activity as "non-billable" or "billable"
A "Non chargeable" activity appears with a blue label "Non chargeable" in the "Enctivities" tab of a folder:
You can mark an activity as "Non chargeable" in several ways:
- The creation of activity
To do this, make sure to uncheck the "Billable" box. which appears at the bottom of the activity creation window:
- On existing activities
Reminder: only non-billed activities can be changed.
You can mark an activity that already exists as "Non chargeable" in several ways:
- Edit an existing activity and uncheck the "Billable" box
- Via the "Activities" tab of a folder:
- Click on the buttonto the right of the activity and select "Mark in non-billable"
- Select multiple activities, click on the "Group Actions" button and then select "Mark non-billable"
Related Articles
Convert a task into billable activity
It is possible to convert a task into billable activity. At thecreation of a task, check the option should be checkedAdd this task to the schedules of assigned stakeholders. The task will then become a visible appointment in the calendar. Go to the ...
Convert an appointment to billable activity
Activities can be created from the calendar: From the calendar, right click on the appointment and click onConvert to billable activity. Choose the type of activity you want. Information on the activity should then be provided:time, and thebenefit, ...
Duplicate an activity
You can Duplicate or delete an activity from your Matters or Contacts. Given that your activities are not billed or not comprised in a proforma, click on the actions button "...", then click on "Duplicate" The activity is then duplicated with the ...
Create activity from a matter
It is possible to create activities from a matter: Click on New activity then choose the type of activity. It is then necessary to complete the activity information:time, and thebenefits, and thecosts, and thedisbursements. If this matter contains ...
Associate an activity with a client
In a folder whereyou have several customersyou can choose toassociate or not, your activity to the customer of your choice. Simple action When creating your activity, checkto electa customerand type the first letters of the client to whom you want to ...