How to manage billable and non-billable time?
TL;DR: Mark time entries as billable or non-billable to control which hours appear on client invoices. Configure billable time settings in your products under Settings & Apps to ensure invoices reflect the correct entries.
Who can do this
Any team member can toggle billable/non-billable on their own time entries
Managers or admins with access to Settings & Apps can configure billable time on products
Billable and non-billable time entries in accounting
Not all time spent on a client is chargeable. You can choose whether each time entry is billable or not:
Billable -- time you want to reflect on the customer's invoice
Non-billable -- time that is not charged at an hourly rate
Billable and non-billable time must also be configured in the customer contract or contract template for invoicing to work correctly.
How to set billable and non-billable time on a task
Open the task where you want to enter time.
In the time entry area, locate the billable icon (green Bitcoin-style icon).
Click the billable icon to toggle between billable and non-billable for that time entry.
Viewing billable time in reports
Open Report from the main menu.
Click the table columns button in the report header.
Select the billable and non-billable columns you want to display.
Configuring billable time in products for invoicing
To control how billable and non-billable time appears on invoices, configure the setting on each product or service.
Select Settings & Apps from the main menu.
Open Billing and select Products.
Click the edit (pencil) icon next to the product you want to modify.
In the Billable time dropdown, select which time entries you want the product to include on invoices.
Save the product.
Troubleshooting
Non-billable time still appears on the invoice: Check that the product attached to the contract has the correct Billable time setting. If it is set to "All time," non-billable entries will also be included.
Billable icon is not visible on a task: Ensure the client's contract or contract template has billable/non-billable tracking enabled. Without this, the toggle may not appear.
Report does not show billable columns: Click the table columns button in the report header and make sure the billable/non-billable columns are selected.
Time marked billable by mistake: Open the task, find the time entry, and click the billable icon again to toggle it back to non-billable before the invoice is generated.
