Step-by-step instructions on how to add a billable item.
- From the More tab, tap Billable Items
. - On the top right, tap Options
. - Tap + New.
- Enter the title, unit price, and a note.
- IMPORTANT: The unit price is the deducted amount you take home as an adjuster.
- It is not the amount the carrier is invoiced on behalf of the firm.
- This is to track your accounts receivable. Some may call this “commission”.
- Tip: Press the heart next to Done to favorite this billable item.
- Favoriting a billable item will give you quick access to add it to your invoice in the future.
- Tap Done.
The newly-entered information you entered will be displayed on the next screen.
To go back to your list of billable items, tap < Back.