Recording time without creating billing charges

[Support Team]

RangerMSP User Question*

What would be the best to do the following:

We have a number of clients on flat rate weekly contracts but still want to be able to record the time spent working for that client.
How can we set up a code that techs can use to enter their hours worked for that client so that their times are recorded but no charges are created for client so that when we do our billing to QuickBooks, the charges don’t show up in the “charges to be billed” list.


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* Question received by email and shared here for the benefit of our users.

[Support Team]

Re: Recording time without creating billing charges

Answer


Using Block-of-Money Contract would probably be the best option here.

With it, any charge you log under the Contract defaults to Not-Billable.
This means that you still get to track all time spent - but - do not bill the customer (such Charges aren't sent to QuickBooks Invoices, by default).

Now, even when the agreement with the customer isn't block based, it would be useful to use a block that represents the money you get paid for the contract.

Then - charges will deduct from this block and you can easily see whether its profitable.

Here are some useful links about Block of Money Contracts:
Contracts

Hope this helps.