Persistent Non-Billable / Exclude-from-Sync Flag on Quote Lines

Feature_Request_NonBillable_Quote_Line.docx

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Summary

MSPs who quote Fixed Price Projects and bill them via an Autotask Fixed Price contract's milestone billing (billing triggered by task completion) need a way to show a fixed-price line on a customer-facing proposal without that line becoming a billable charge when the quote is provisioned. Today, the only way to prevent a charge is to manually deselect the line item at post-sale ticket creation, on a per-quote basis. There is no persistent, set-and-forget flag on the product or quote line itself. (see attached)

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Status

New

Board
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Feature Request

Date

18 days ago

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