Firm360 includes a set of global default Billable Categories. 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 Category:
1. Navigate to Customizations:
- In the Admin section, locate Customizations on the black ribbon on the left.
2. Find Billable Categories:
- Click on Billable Categories to open the settings window.
3. Add a New Billable Category:
- In the Billable Categories window, click Add Billable Category in the bottom-right corner.
4. Enter Your Custom Category:
- A pop-up window will appear. Enter the name of the new billable category you’d like to add. (If you have a default description for this category enter it below in the Default Description box.
5. Add Description Templates (Optional):
- Learn more about Invoice Description Templates here.
6. Save Your Changes:
- Click Save, and your custom billable category will be added to Firm360.
Now, your new billable category is ready to use!