Chargeable/Non-Chargeable

Another option that impacts the invoicing inside Eralis Job is the ability to mark jobs as chargeable or non-chargeable. By default, every line is chargeable unless it is marked otherwise. Each job line has a checkbox on it to mark as non-chargeable, which will apply a 100% discount to that job line. Once the discount has been applied, that line can still be included on an A/R invoice if you want the customer to see that the work has been done. When you raise the invoice, it will come through as a zero-dollar value to the customer, but the associated costs will be posted to the COGS account which will in turn impact your margins. 

The process of setting lines to non-chargeable can be done in a several different ways: 

1. Manually – Each line can be manually set to non-chargeable by selecting the box. 
2. Based on the Job Type – When you setup the different job types in Eralis Job, there is a checkbox against each Job Type to indicate whether it is non-chargeable. If you have a job setup for internal admin work, you can set that as non-chargeable. By default, everything on that job will come through as a non-chargeable transaction as the 100% discount will be applied automatically. 
3. Based on the Item Code – When the Item Code is configured, there is a user defined field that allows you to define whether that item is chargeable or non-chargeable. By default, this is set to chargeable, but it can be changed if necessary.