Invoice block leave: stop billing a client while someone is away
Use a block leave to stop billing a client for an employee while they are away for a long stretch, such as maternity leave, an extended unpaid leave or a suspension. Despite the name, block leave does not block anyone from requesting leave, and it does not touch their leave balance or their pay. It only changes what the client's invoice charges for that person.
Where: the employee's profile › Employment › Invoice Block Leaves
You need:
- The Invoicing module
- Invoice Block Leave rights on the employee's profile: read to see the card, write to add or change entries
When to use this, and when not to
| You want to | Use |
|---|---|
| Stop billing a client for someone for a period | Block leave, here |
| Hold back a new joiner's leave for their first months | Leave blackout period on the leave type. See Leave accrual and carry-over settings |
| Record a company-wide day off | Bulk leave on Holiday rules |
| Move someone to another client's invoice | A picking rule. See Picking and skipping rules |
A block leave is the same thing as a skipping rule in Invoicing, added from the employee's profile.
How to add a block leave
- Open the employee's profile and select Employment.
- On Invoice Block Leaves, select Add Block Leave.
- Enter a Reason, such as "Maternity leave, client agreed no billing".
- Choose the Start Date.
- Choose the End Date. Leave it empty if you don't know when they return.
- Select Submit.
How to change or end a block leave
- On Invoice Block Leaves, select the row.
- Change the Reason or dates. To end an open block, set its End Date.
- Select Submit, or Delete to remove it.
What Happens Next
- The next invoice bills fewer days for this person. For clients billed as Dedicated, contracted or cost-plus, in advance or in arrears, KAMI counts the weekdays (Monday to Friday) of the block inside the invoice period and takes them off the person's billable days.
- A block covering the whole invoice period bills nothing for them in that period.
- An open block keeps applying to every later invoice until you set an end date.
- Invoices already produced do not change. Reproduce the invoice if it needs the block.
- Leave requests, leave balances, attendance and payroll are not affected.
The card and the form
| Field | What it means |
|---|---|
| Reason | Why the client is not billed. Shown in the list. Write it for the colleague who reads it in six months. |
| Start Date | The first day not billed. Required. |
| End Date | The last day not billed. Empty means open-ended. |
With no entries, the card says No records found matching your criteria.
KAMI refuses:
- A second open-ended block for the same person: There can only be one indefinite block leave for a given profile.
- A block whose start or end date falls inside another one: Overlapping block leaves are not allowed.
Tips
- Agree it with the client first. A block leave lowers revenue, quietly.
- Always set an End Date once you know it. A forgotten open block means the client is never billed for that person again.
- Check the next invoice after adding a block, to see the days removed.
- Don't let two blocks cover the same days. Each block's days are counted separately, so overlapping blocks can remove the same days twice. KAMI does not catch every overlap, such as a new block that wraps around an existing one.
Troubleshooting / FAQ
Q: I can't see Invoice Block Leaves on the Employment tab. Your company needs the Invoicing module, and you need the Invoice Block Leave right on the employee's profile.
Q: The employee was still billed for the full month. The invoice was produced before you added the block, or the block's dates fall outside the invoice period.
Q: Does block leave stop the employee filing leave? No. It only affects invoicing.