To show Exclude Billing Complete on the Tracking window, you want the Calendar tab to be set to Billing Stage. Once selected, the Exclude Billing Complete checkbox will appear in the Tracking tab. To do this:
- Click the Sched button.
- Select the Calendar tab.
- From the Calendar tab, select Billing stage in the Status color field.
- Click the Tracking tab. The Exclude Billing complete checkbox is visible.
- Click the Pref button on the Smart Toolbar to save this as your preferred setting.