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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%

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