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Creating Tasks: The Billable Option Fields
Creating Tasks: The Billable Option Fields

What are the Billable Option fields for, and how do I use them?

Updated over 4 months ago

If this task is related to a case (or an initial consult with a lead), this area shows the detailed billable parameters.

(Billable) Description

The Description field is the description that will be visible on the invoice. If no Description field is given, then the Title will be shown on the invoice.

No Charge

No Charge means that the cost is set to $0, but is left on the invoice.

Exclude from Invoice

Exclude From Invoice means that the cost is set to $0, and is removed from the invoice. You should never delete a task just because it was zeroed-out, as Outlaw Practice uses these tasks to determine the total billed and paid for the case. Discounting your time to zero does not change the fact that you spent your valuable time on this task!

Rate and Time Overrides

The Rate and Time Override fields give you the ability to change the allocation of time between labor and travel, in case you bill at different rates for those activities. Any and all of these can be overridden. For example, you may cap your travel time for a court appearance to 1 hour if you have a particularly long drive to the courthouse. Or you may decide that you can not reasonably charge the full time that you spent, so you lower the time.

The time and rate on invoices will use the overridden values, but the original amounts are used for Billed and Paid calculations.

The time and rate on the invoice uses these overridden fields, but the real amounts are used for Billed and Paid calculations.

Total Cost

Total Cost enables you to set the total cost to any amount you wish. For example, you may have promised the client that you would charge no more than $300 for drafting a document, and although the total time spent accrued more than $300, you wish to cap it at that amount.

Flat Fees

Flat Fee cases will show the Flat Fee field, from which you can choose a flat fee category.

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