Questions answered in this article:
- How do I create a non-billable note?
- Can I create a non-billable note from either the notes tab, client chart modal, or the scheduler?
View the instructional video(s) on this topic below:
- Notes: Non-billable - how to create them (6 min video)
Related articles:
Non- billable notes are records of specific services provided to clients without associated fees or charges. You can easily create these notes by accessing the client chart modal and navigating to the notes tab.
Client Tab
- To add non-billable notes for a specific client, access the client chart modal by navigating to the Clients page and selecting the desired client under the “My Office” side tab.
2. In the clients table, choose a specific client by clicking on their name to open their chart modal.
3. In the client’s chart modal, navigate to the Files tab and click on it.
4. Under the Files tab, click the arrow-down icon next to the New button, and select “Non-Billable”.
5. Now, you can fill out the necessary details in the non-billable note.
Notes Tab
- Within the Notes tab, click the arrow-down icon in the New button, then choose the Non-Billable option from the drop-down menu.
2. If you want the non-billable event to appear on both the invoice and the scheduler, you will need to attach a service to it. In this scenario, avoid selecting “non-billable” directly. Instead, choose the specific client event and select a non-billable service (indicated by the non-billable tag).
3. Choose a non-billable service, which will be marked with a “non-billable” tag next to it. If you don’t have a service with zero charges, you can simply add a non-billable service.