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:
- Click Activities
- Click Manage Categories
- Click Add Activity Category
- Enter desired title ex. No Charge
- Choose Flat Rate as Billing Method
- 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%