Change default value of charge's billable field

[fabrizio.dicesare]

Hi,

We need to change the default value of the billable field in the insert form of a new charge. In particular, we would like the billable field to be always set to on.

Is there a way to do this in CommitCRM?

Thanks,

Fabrizio

[Support Team]

Thanks for asking.

Yes, definitely. It all depends on how you configure Contracts, in case you use them. If no Contract is used then the system already defaults to Billable. Then, if Contracts are used then depending on the Contract type different kind of Charges will default to Billable or not.

On top of this, version 9 introduced the new 'Custom Settings' tab for Contracts that lets you have granular control over which type of Items, or even which specific Items, default to Billable or Not Billable.

All about this is described in the managing service contracts user guide.

Hope this helps.

[fabrizio.dicesare]

Thanks a lot. We solved using 'Custom Settings' as suggested by you.