Firm360 includes a set of global default Billable Types. However, if you don’t see a category that fits your needs, you can easily add a custom one through the Customizations tab.
Note: You must have the Admin Role to access this part of the platform.
Steps to Add a Custom Billable Type:
1. Navigate to Customizations:
- In the Admin section, locate Customizations on the black ribbon on the left.
2. Find Billable Types:
- Click on Billable Types to open the settings window.
3. Add a New Billable Type:
- In the Billable Types window, click Add Billable Type in the bottom-right corner.
4. Enter Your Custom Type:
- A pop-up window will appear. Enter the name of the new billable type you’d like to add.
5. Select A Parent Category:
- Associate the new billable type with a select billable category.
6. Add Description Templates (Optional):
- Learn more about Invoice Description Templates here.
7. Add A Rate:
- You must associate an hourly rate with each billable type.
- Nonbillable Types = $0.00
- Billable Type = at least $1.00
8. Save Your Changes:
- Click Save, and your custom billable category will be added to Firm360.
Now, your new billable type is ready to use!