KCS - How to Create a "No Charge" Activity Category

Objective:

  • Create non-billable time entry
  • Activity category for $0 entries

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure (Previous Clio):

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

Procedure (New Clio):

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

 

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