Exclude non-billable items when syncing Invoices

Applies to: ConnectWise Manage, Xero

There is a setting in the Billing Setup in ConnectWise Manage that controls if non-billable lines are excluded from the Invoicing Wizard. If these are not selected, non-billable records move through Invoicing. This can be set for time, expenses and products.

Enabling these settings will ensure that the non-billable records don't appear in the invoicing screen, and just go into a 'written-off' status in ConnectWise. 

Here's how to do it:

  1. In ConnectWise, navigate to System > Setup Tables
  2. Search for Billing
  3. Select the Billing Location
  4. Select the following from the Invoicing Options:

Note:

When these options are not selected, non-billable items become available to post to your accounting package.

N
Nemia is the author of this solution article.

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