When creating a group event and a job, you can determine whether or not the job is billable. If, at a client level, you indicate that the job is not billable, then on completion of the job, a "Service Delivered" record will be created with a total of $0.00 regardless of the rate selected.
Note: The "Service Delivered" creation process is managed by Lumary.
Use the "Billable/Non-Billable" picklist on single bookings to set the billable status of the job.
Figure 1. The billable or non-billable picklist on a single booking.
For administrators, the display of the billable/non-billable field within your organization is controlled via a custom setting in your CRM:
- Setup > Custom Settings > Skedulo Configs > Allow_Select_Billable_Job.
We have allowed some flexibility in how you track billable or non-billable clients on a group event.
Figure 2. How to set a group event as billable.
You can set an entire group event as being billable or non-billable.
Jobs created from a group event will inherit the billable/non-billable value from the group event, and you can update this value for individual clients on individual jobs. This means you could have a group event that is generally billable for everyone but allow one client to be non-billable for one job within the group event.
Figure 3. How to set individual clients as billable for jobs in a group event.