This article contains information on how to mark billable charges as unbillable.


This Knowledgebase Article is based on information from Confluence Page ID 18776073. If updated, please review the corresponding Confluence source.

Parties Responsible for Process

  • Accounting

    • AR/Invoicing

  • Middle Office

    • Consultant Support

When is a Billable Charge Unbillable?

A Billable Charge becomes Unbillable in the following ways:

  • When you do not wish to invoice a billable charge, ever (aka you wish you could delete it)

  • Billable Charges in Invoiced status become "Unbillable" when crediting a finalized invoice statement.

  • Billable Charges in Invoiced status become "Unbillable" when crediting and reinstating a finalized invoice statement.

    • This will also mark the original transaction as "Ready to Bill."

  • Billable Charges in Not Ready to Bill, Ready to Bill, and Needs Review status become "Unbillable" when a user marks them unbillable.

Steps

  1. Navigate to the Billable Charges list.

  2. Locate the billable charge you would like to mark as unbillable.

    • Only billable charges in Not Ready to Bill, Ready to Bill, and Not Ready are eligible.

    • You can use the Status filter to narrow your selection.

  3. Open the desired billable charge by selecting .

  4. With the billable charge slideout open, select Actions > Mark as Unbillable.

    If prompted, in the Change Bill Status? popup, provide an Override Reason and select Override.

    The billable charge will now appear in the Billable Charges list as "Unbillable."