Creating a $0 Invoice

You can create $0 services and packages to generate an invoice that will link to a client's Services tab. This way, you can keep track of pro-bono or insurance services for your clients.

When you create an invoice for with free services, you can leave it as a draft. You can then Finalize it to mark it as Paid so that the invoice won't be sent to the client. The services offered will then appear in their client profile to keep track of.

Use the following steps to create a $0 invoice and see what that looks like:

1. Create a $0 services or packages by going to the main Billing tab > Services.

   

2. Create an invoice for the client using that specific $0 service/package template.

3. At the send options, leave in draft mode, to not send it to the client, and click create invoice

   

4. Go to your client's profile and navigate to the Invoices tab. From the right action menu, click on the checkmark icon to finalize the invoice.

   

5. This dialogue box will open to confirm the action.

   

6. Click Finalize. The invoice details will appear in the Services tab to keep track of services used for this client.