Every job has a billing type. It's set when you create the job and decides both how the job gets invoiced and what it's allowed to carry. Pick the one that matches how you agreed to charge the client.
The three types
- Fixed fee: one agreed price for the job, no matter how long it takes. You quote a price, then invoice against it — in full, or in progress claims. Best for well-scoped work.
- Do & charge: no agreed price. You still send the client a scope & rates document to sign off, then invoice the hours and materials actually used. Best when the scope is open-ended.
- Non-billable: internal or warranty work you track but never invoice. These jobs carry no quotes and no invoices at all.
What each type lets you do
| Quotes | Invoice from quote | Invoice tracked time | |
|---|---|---|---|
| Fixed fee | Priced quote | Yes | No |
| Do & charge | Scope & rates | No | Yes |
| Non-billable | No | No | No |
You can always raise an ad hoc invoice by hand on any job except a non-billable one.
Do & charge quotes
On a do & charge job the quote changes shape. Instead of quantities and a total, each line carries a rate — $95.00 /hr for labour, $X each for materials — and the document says plainly that there's no fixed price. Leave a rate at $0 for scope with no charge of its own, like "make good" or "site clean".
The client still accepts and signs it the same way. That signature is your authority to start work and, if the bill is ever queried, your record of what was agreed.
No deposits or progress claims
Deposits and progress claims divide up an agreed price, so they aren't available on a do & charge job. Invoice the tracked time instead — as often as you like as the work progresses.
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.
Because the billing type decides what a job can carry, it can't be changed once that would strand something the client has already seen. If a quote has been sent, or an invoice issued, cancel or delete it first.
Sticky default
A new job defaults to the billing type of your last job. If most of your work is do & charge, you'll only set it once and it'll carry across.