While creating batch invoices or manual invoices from approved time and expense entries, you can exclude some entries from the current billing session, but still keep them in work-in-progress. Or you can mark them as billed and remove them from work-in-progress and future processing of invoices. You can create invoices and exclude time or expense entries from them. To do so:
- Open the Invoices screen from the main menu > Billing.
- Create a new batch invoice and enter the appropriate information on the Invoice Filters and Options dialog before clicking Continue.
- On the Create Batch Invoice screen, open the row-action menu and click Billing Details.
- The Invoice Details dialog displays the Time Details, Expense Details, and Billing Details. Select the appropriate tab and after selecting the appropriate entries on the grid, select Actions > Exclude (or Mark Billed, if needed).
- Click Save.
The selected entries are excluded from billing! Check CORE Help Center for details.