The Billable flag is selected by default on all new Service Calls. Note: this will not be selectable if there is a previously existing invoice linked to the Service Call
- Open the Call record and put form in EDIT mode
- Verify and adjust the fields related to billing, as required
- Billable checkbox: if this Call should be invoiced, check the box, otherwise uncheck the box
- If Call is to be invoiced, specify a Bill Type value (defined in General Codes):
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- FIXED for a flat amount, and enter the Bill Amount value
- NTE (Not to Exceed some amount), and enter the Max Value in the Bill Amount field
- T&M (Time and Material) to be calculated based on Labor (labour) and Parts shipped for this Call; system will set Bill Amount field value to 0.00
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- Click the Save icon