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Planview Customer Success Center

How to decide if billable time is available for invoicing or not?

SYMPTOM

When creating invoices, time entries (or other elements) for closed engagements are available to be invoiced. Or similarly, for another engagement status, billable time entries are not available for invoicing but should be.

Can this be changed/configured?


RESOLUTION

In system management - finance - billing offices, there is a section where the status values are defined, e.g. booked, work in progress, closed, etc. Here it can be specified for each status if it is considered a billable status or not.

If no elements from closed engagements should be invoiced, make this status non-billable.

If on the other hand elements from engagements in a different status should be available for invoicing, mark that status as billable.