How to Create a "No Charge" Activity Category

Objective:

• Activity category for $0 entries
• How to create a no charge activity that won't change my billing hours target?

Environment:

• Clio Manage

Additional Information:

Users can individualize these entries by inputting a thorough description when applying on a Matter.

Procedure:

1. Click Activities
2. Click Activity Categories
3. Click Add Activity Category
4. Enter desired title ex. No Charge
5. Choose Flat Rate as Billing Method
6. Leave rate at $0

*You can also add the desired line item to your bill, then discount said line (How to Discount Individual Line Items on an Invoice) item by 100%