Hi,
There is a way to filter things who appear in T&M Proforma.
If by example we dont want to bill item ABC to the customer (and don’t want to appear on the invoice)?
Could I manage this via Project/Cost budget? Billing rule? Configuration?
Now I delete ABC rows manually.
Thanks
Best answer by iqraharrison48
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It’s some InventoryID
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When entering AP invoice, you can mark line items as non-billable. On the billing rule you could make a more complicated formula to include and If then statement IF Inventory Id = x then $0, but that would be all the time. You can also put the non-billable inventory id’s to a different account group so they will not go through the billing rule.
Yes I had the same idea to set a selling price(Sales Prices) of 0$ for some Inventory item for this customer, it’s working , but i want to remove the 0$ item at the generation of proforma(and not at the report)
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Be careful doing this on a Progress Billing type as it will affect the AIA.
Hi, I tried to uncheck “Create Lines with Zero Amount and Quantity “ in billing rule without success. I saw that the Help said two different logic, the first one correspond to my need (or) the second seem to be implemented in the code(and),
My amount is 0$ and appear in proforma
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Ticket created
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my other question is, does the inventory ID have a price associated with it?
my other question is, does the inventory ID have a price associated with it?
Interesting, i never tryed with rates, let me know !
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