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]

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.

/forum_images/billing_plan_custom_settings.png


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

/forum_images/contract_custom_settings_2.png

Hope this helps.

[Lampson_sec]

Excellent - that's exactly what I needed!

Thanks!