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Can you set the default on service order lines to be "FALSE" in the billable check box?

  • 2 September 2022
  • 5 replies
  • 114 views
J
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On a given service order, we can have up to 30 line items covering anywhere between 2 to 10 different appointments. 

 

For the majority of these service items, they are not billable. But since there are some billable items on this service order, we are required to use a billable service order type.

 

Is there anyway to set the default billable checkbox to be FALSE. That way we can go through and check the lines that are billable - rather than the other way around which will take much longer?

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Best answer by Anacarina Calvo 2 September 2022, 19:57

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DConcannon
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@jwarren 2021R1 - I am not aware of a way to do this without customization. Very interested in what the community comes back with, having the option to default lines to not billable by service order type would be a great thing to have.

Anacarina Calvo
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Hi @jwarren The only available option is to default Free Item as true for Non-Stock Items set as Services with Default Billing Rule as None

DConcannon
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@Anacarina Calvo Is offering functionality to the Billable checkbox in the product roadmap?

Anacarina Calvo
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@DConcannon 
One of the ways in which we prioritize the roadmap is by the ideas of the community.
For that, I have created the following idea to gather votes and comments 
 

 

J
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Hi @jwarren The only available option is to default Free Item as true for Non-Stock Items set as Services with Default Billing Rule as None

Seems to give the functionality we are looking for. Thanks!

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