A normal billable matter can be temporarily set as non-billable. For example, a pro bono matter can be opened as a normal matter and set as non-billable, in which case the software prevents its invoicing. However, billable transactions can still be recorded for the matter, and they can possibly be invoiced later. NOTE! This function does not change the matter into an internal matter.

You manage the billable status of a matter with the Set as Non-Billable / Set as Billable functions on the ribbon. The Non-Billable selection on the matter’s Invoicing tab updates according to your choice.

A matter cannot be set as non-billable if:

• it is internal,
• it has active subscriptions,
• it is a sub-matter or has sub-matters,
• any kind of invoices have been created for it (even if they have been rejected or canceled).

When a matter is set as non-billable, the software asks whether to also set the status of open transaction and/or expense entries on the matter as non-billable. Selecting OK changes both to non-billable and sets the amounts of the transactions/expenses to zero.

When a non-billable matter is returned to billable, the software asks whether to also set its transactions/expenses as billable. Selecting OK changes both the matter and the entries to billable and recalculates the amounts.

Non-billable matters cannot have sub-matters, subscriptions, proof, advance, or credit invoices, or payment reminders. They also cannot be included in summary invoices.