Every job has a billing type. It's set when you create the job and shapes how the job gets invoiced. Pick the one that matches how you agreed to charge the client.
The four types
- Fixed fee: one agreed price for the job, no matter how long it takes. Best for well-scoped work.
- Time & Materials: you bill the hours worked and the materials used. Best when scope is open-ended.
- Retainer: a recurring agreed amount, usually monthly. Best for ongoing arrangements.
- Non-billable: internal or warranty work you track but never invoice.
The billing type flows through to invoicing, so getting it right up front saves rework.
Setting or changing it
Choose the billing type when you create the job, or change it later from the job's edit screen.
Choose the billing type when you create the job, or change it later by editing the job.
Sticky default
A new job defaults to the billing type of your last job. If most of your work is Time & Materials, you'll only set it once and it'll carry across.