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:
- In ConnectWise, navigate to System > Setup Tables
- Search for Billing
- Select the Billing Location
- Select the following from the Invoicing Options:
When these options are not selected, non-billable items become available to post to your accounting package.