I am running 6.3:
And I see those two options you suggest when I edit the Helpdesk form:
But the boxes do not automatically check, neither Billable or Show on Invoice. Hidden is not an option for me, because we need the ability to make a note NOT billable, but we want the default to be checked. Could you point me in the right direction... I'm not even close to a Kaseya master.
The steps I took to get there was:
- Login as administrator
- Goto the Service Desk
- Select Role Preferences under Common Configuration
- Select the Helpdesk role
- Click the Service Desks tab
- Select the Helpdesk service desk
- Click Edit
Am I even close to the right place for what you suggested?