Following along in MyCase is recommended as you read the article.
Table of Contents
Overview
The non-billable feature is helpful for tracking entries for which you prefer not to charge your client. For instance, if you have a phone conversation with your client that you wish to include on the invoice, you can do so without billing them. Similarly, in a flat fee case, you should monitor your time and expenses without passing those charges onto the client.
Adding Default Non-Billable Time Entries in MyCase
To create non-billable time entries by default in MyCase:
Go to Settings in the left hand navigation bar
Under the Firm section, select Client Billing & Invoice Settings
Under Billing & Invoice Preferences, select the Edit Preferences button
Next to Default Time Entry Preference, Click Non-Billable
Click Save Preferences in the bottom right
Mark time/expense entries as non-billable
When adding a time entry, click the toggle next to "This time/expense entry is billable." If the toggle is green, the entry will be billable. If the toggle is gray, the entry will be non-billable.
Non-Billable Entries on The Invoice Editor
When editing an invoice, you will notice a column on the right called Non-Billable. To mark a line item as non-billable, simply check the box in the entry row. You will see the Rate, Hours, and Line Total numbers turn gray and strikethrough.
How do Non-Billable Entries Appear on an Invoice?
If you create an invoice with Non-Billable Entries, they will appear in a separate section below the billable time entries.
Non-Billable Time Reporting
Run any of the Time & Expense reports in the Reporting section to view non-billable time in a report view. Once the report is created, export it into a CSV file and organize the report by 'non-billable time.' This will allow you to see all non-billable time based on the report you generated, and it can be further organized in the CSV file format.