Is it mandatory to select a project while marking the bill as billable for a customer?
No, it is not mandatory to select a Project while marking the bill as Billable to a customer.
Here’s how you update your billing preferences:
- Navigate to Bills under the Sales module.
- Click +New.
- Fill in the necessary details such as Vendor Name, Bill# and Bill Date.
- Choose a customer with whom you wish to associate the bill.
- Click the Edit icon next to Non-Billable which is displayed under the Customer Details drop-down.
- Update your billing preferences in the pop-up that appears. Check the box next to Billable if you wish to bill the item.
- Click Update.
Note: It is mandatory to choose a customer in order to associate an item with either a project or to update billing preferences or do both.