Displaying non-billable activities on invoices enhances transparency and client rapport. Here's a concise guide to seamlessly incorporate these activities into your Lawcus invoices.
Prerequisite: Ensure you select Display this entry on the invoice when creating or editing activities, after selecting the entry as Non-billable. These entries will appear in a strikethrough format on the invoice. To create a non-billable entry in Lawcus, refer to the Create Non-billable entry guide if needed.
Note: The Display this entry on the invoice will only show once you check/select the Non-billable option.
Steps to Display Non-billable Activities on Invoices
Make a new invoice in Lawcus. Refer to the Create an Invoice Guide if needed.
After populating the invoice, move to the preview page. Non-billable activities are clearly marked here, providing visibility into the value beyond billed items.
Cross-check if required.
Although these Non-billable entries are added to the invoice, they won't be counted in the invoice total.