Available in Sage Simply Accounting Premium and higher.

Change the Billing and Payroll Options for a Service Activity

There are three billing and payroll options that you can change for a service item that is an activity:

Service activity's billing status

  1. Open the Time and Billing tab in the service activity record. How?
    1. In the Home window, click Inventory & Services on the navigation pane.
    2. In the Tasks pane, right-click the Inventory & Services icon and select Modify Inventory & Services from the menu.
    3. Select an item from the list and click OK.
    4. Click the Time & Billing tab.
  1. Select an option from The service activity is list:
  2. Billable. An activity you charge a customer.
  3. Non-Billable. Cannot be added to an invoice (free to the customer)
  4. No Charge. Can be added to the invoice, but no amount is calculated for the activity.
  1. (Optional) Select Sometimes charge for this activity if you want to have the option to change the billable status of an activity when you are recording it on a time slip (Non-Billable and No Charge records only). If you turn this option on, make sure you set up a method to charge for the activity.

Note: Internal activities are always Non-Billable. For example, you may want to set up an activity for Administration or Sales Calls as activities, then you can track the time spent on these activities and compare to billable hours.

Method used to charge for the service activity

  1. Open the Time and Billing tab in the service activity record. How?
    1. In the Home window, click Inventory & Services on the navigation pane.
    2. In the Tasks pane, right-click the Inventory & Services icon and select Modify Inventory & Services from the menu.
    3. Select an item from the list and click OK.
    4. Click the Time & Billing tab.
  1. Select an option from the Charges are based on list:
  2. Billable Time. This means you charge your customers by time that is tracked on time slips. Charges are based on the Unit of measure defined in the Unit's Relationship to Time section.
  3. Flat Fee. This means you charge the same amount each time the service is performed. Type the amount to charge for the service activity in the Flat fee = box.

Default payroll income for employees performing the activity

  1. Open the Time and Billing tab in the service activity record. How?
    1. In the Home window, click Inventory & Services on the navigation pane.
    2. In the Tasks pane, right-click the Inventory & Services icon and select Modify Inventory & Services from the menu.
    3. Select an item from the list and click OK.
    4. Click the Time & Billing tab.
  1. Select an option from the Default payroll income list. This determines the payroll income paid to employees performing this service activity. Choose Non-Payroll if you do not track payroll income this service activity on time slips.