Marking a cost as non-billable in Practice Connect means you are recording the cost for tracking purposes but you do not intend to recharge it to the client.
Reasons to Track Costs as Non-Billable
Internal expenses: Some costs are related to running your practice but should not be passed on to clients (for example, internal software subscriptions or team training costs).
Transparency in reporting: You can still see the cost in reports, even if it is not invoiced to a client.
Client goodwill: You may choose to absorb certain costs as part of customer service rather than billing them to the client.
Audit trail: Keeping costs visible, even when not invoiced, helps with accurate bookkeeping and financial records.
Things to Keep in Mind
Once a cost is marked as non-billable, it cannot be reverted. It will remain in the Non-billable tab unless you delete it.
Deleting a non-billable cost removes it from billing records completely, though it can still be viewed under deleted costs.
Pro Tip
Review all costs in Pending Action carefully before marking them as non-billable, since the action cannot be undone.