Is it mandatory to select a project while marking the bill as billable for a customer?

No, it is not mandatory to select a Project while marking the bill as Billable to a customer.

Here’s how you update your billing preferences:

  • Navigate to Bills under the Sales module.
  • Click +New.
  • Fill in the necessary details such as Vendor Name, Bill# and Bill Date.
  • Choose a customer with whom you wish to associate the bill.
  • Click the Edit icon next to Non-Billable which is displayed under the Customer Details drop-down.
  • Update your billing preferences in the pop-up that appears. Check the box next to Billable if you wish to bill the item.
  • Click Update.

Note: It is mandatory to choose a customer in order to associate an item with either a project or to update billing preferences or do both.

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