Actual vs. Billable

How to determine what is shown - and where - on your proposals, invoices, and work orders

When adding line items to your jobs, you may have noticed two check boxes to the far right labeled 'Actual' and 'Billable':


 If you've wondered what those meant...   read on...

Line items which have the 'billable' box checked will both appear on the proposal and invoice and contribute to the invoice total.  If unchecked the line item will not appear on client facing documents nor contribute to the invoice total.  If the 'actual' box remains checked the line item will appear on the work order for the crew to see. 

Line items which have the 'actual' box unchecked will not appear on the work order, but they will contribute to both the job costing and the Cost of Goods Sold (COGS) calculation provided the billable box is checked. 

It is common for items to be both billable and actual - but you do have the ability to select if items are to be one and not the other.  Unless items have been configured to default to the unselected state, they will usually default to have the box checked - so be sure to deselect the check box if one characteristic should not appear for that line item.

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