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Marking items as non-billable

How to mark items in a quote as non-billable

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Written by Ashok P

Sometimes, you may want to include items without a price. You can set the "Billable" option to OFF for these items.

The prices of non-billable items are not included in the quote; however, their costs are. You can still provide installation and programming assistance through project events and services, as well as service calls.

To mark items as non-billable, select the items and set "Billable" in the side panel to OFF. The following happens:

  • In the quote, the items' price is set to zero.

  • Cloud maintains the labor associated with the items marked as client-supplied. You can remove the labor from the item's side panel.

Cloud shows a prompt with the price changes in the quote if the items are marked as non-billable.

The following screenshot shows a non-billable item with the price set to zero, while labor is still maintained.

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