If an appointment or support activity doesn't need to be invoiced, mark it as Do Not Invoice. splose then hides it from batch invoicing and the Uninvoiced report, so it doesn't count as billable work waiting to be invoiced.
This guide shows you how to mark an appointment or support activity as Do Not Invoice, and how to make it invoiceable again.
How-to
Mark an appointment/support activity as "Do Not Invoice"
Go to the Calendar tab.
Select the appointment or support activity you want to mark.
In the appointment slide panel, select Do Not Invoice?.
Remove a Do Not Invoice tag from an appointment/support activity
Go to the Calendar tab.
Select the appointment or support activity. Appointments marked Do Not Invoice show a grey Do Not Invoice tag on the calendar, as shown below.
Select Mark as Invoiceable.
Things to note
Your cancellation rules can mark a cancelled appointment as Do Not Invoice automatically, based on how much notice was given. More on cancellation rules →
If an item is still on the Uninvoiced report but is already on a finalised or paid invoice, you can raise a $0 invoice for it, or revert the original invoice to draft and edit it. More on managing invoices →
Troubleshooting and FAQs
I don't want to invoice a cancelled appointment. What should I do?
I don't want to invoice a cancelled appointment. What should I do?
Mark it as Do Not Invoice. Your cancellation rules can also do this automatically, based on how much notice was given. More on cancelling an appointment →
I marked something as Do Not Invoice by mistake. Can I undo it?
I marked something as Do Not Invoice by mistake. Can I undo it?
Yes. Select it on the calendar, then select Mark as Invoiceable. It becomes invoiceable again.