When creating billable time or fee entries, a "Bill behavior" option is presented. This option determines the behavior of the entry on the eventual bill. These behaviors determine if an entry is charged or visible on the bill.
This article will walk you through the different Bill Behavior options, where you can set default Bill Behavior, and how to report on it.
Behaviors
There are three bill behaviors for time entries: 'Bill', 'Hide', and 'No Charge'.
Bill
Time entries with a bill behavior of Bill will appear on the bill and the value will be added to the bill's total.
Create bill screen
On the invoice
Hide
Time entries with a bill behavior of 'Hide' will not display on the bill nor affect the bill's total.
On the bill screen, it is marked with (Hide/NC) in the bill amount column.
No Charge
Time entries with a bill behavior of 'No Charge' will appear on the bill, but they will not affect the bill's total.
Marked with "(No charge)" on the bill screen
Marked with "No charge" on the invoice
Defaults
A default time entry bill behavior can be set for the system and overridden in matters.
The system defaults are set per billing arrangement in Admin > Billing settings. Both, the Hourly bills and Fixed fee bills have this setting.
The matter-specific setting can be found in Matter billing options.
By default, the setting will be inherited from the system setting for the selected Arrangement.
For instance: If you set Hourly bills to have a default time entry behavior of 'No Charge', matters with an 'Hourly' arrangement will mark time entries as 'No Charge' by default.
This setting can be changed on a matter-by-matter basis and overridden on the time entry.
Reporting
Bill behavior affects reporting on fee values, as 'Hide' and 'No charge' have no value.
Time and Fee Entries Report
The Time and Fee Entries Report will display entries regardless of bill behavior. Only the value of the 'Bill' entries is displayed.
WIP Report
The WIP report will only display the hours and the value of entries with the behavior of 'Bill'.
Matter Balances Report
The Matter Balances Report only displays the fee value of entries with the behavior of 'Bill'.
Time Records Report
Entries of any behavior will display actual and billable hours on the Time Records Report.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article