Single booking billing logic
Define if a single booking should charge a client for services once completed
When creating a single client job, use the Billable / Non-Billable picklist on the Schedule Job modal to set the billable status for the job.
Selecting Non-billable will close the Service Details section, as no service delivered record will be created.
Fig: Schedule job, billable / non billable option
Set billable status when cancelling single client job
When cancelling a single client job, use the Billable? checkbox on the Cancel Job modal to set the billable status for the job:
- Ticked (by default) – The cancelled job will be billed and a service delivered record created by Lumary (if the reason is valid).
- Un-ticked – Click to un-tick if the job is not to be billed.
Fig: Cancel job, change to non-billable