Step by Step
Go to the "Phases" or "Planning" view of your project
Click on the phase to open the editing sidebar
Turn off the "Billable" switch
Pluriell allows you to create project phases without adding a line to the financial schedule. This way, you can differentiate between phases you want to bill for or simply plan.
By default, the "Billable" option is enabled for new phases created.
If a phase is created as non-billable and later you activate the "billable" option, a line in the financial schedule is created.
If a phase is initially created as "Billable" and then edited to be non-billable, the line in the financial schedule is removed only if no invoices are linked to the schedule line.
Useful Tips : You can also create schedule lines without adding project phases. More information can be found in the following article.