Marking Billable Charges as Unbillable

Billable Charges can't be deleted; instead, they must be marked as Unbillable. Billable Charges can become Unbillable in the following ways:

• 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.

Follow the instructions below to mark a billable charge as unbillable manually. Note that these instructions refer to the default terms related to Billable Charges and may vary from how your system was configured.

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 the Binoculars icon.
4. With the billable charge slideout open, select Actions > Mark as Unbillable.
5. If prompted, in the Change Bill Status? popup, provide an Override Reason and select Override.
6. The billable charge will now appear in the Billable Charges list as "Unbillable."