Manage the status of a budget item | InLoox 9 for Outlook


You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 9.0 All support articles | InLoox 9 for Outlook Budgets | InLoox 9 for Outlook Create and edit a budget item | InLoox 9 for Ou... Manage the status of a budget item | InLoox 9 for Outlook

Every budget item can have one of three statuses: Not Billed, Billed, and Not Billable.

To change a budget item’s status, do as follows:

1. Go to Project >> Budgets >> Budget Items

2. Choose the budget item, whose status you want to change

3. In the ribbon click on Budget Item Status and choose the appropriate status: Not Billed, Billed, Not Billable

Every newly created budget item is marked as Billable and Not Billed by default, which means that the customer will be billed for the service. Would you like an item to be documented, but do not want it to appear on the invoice, then mark the item as Not Billable.

Already Billed items will automatically be marked by the system to avoid double billing. This also enables you to keep an overview over all items which have not yet been billed.