Free of charge reasons

Purpose: Marking jobs as Free of charge may be required at times depending on various scenarios. Having the applicable reasons at hand when required ensures accurately updated jobs and company records when this needs to be checked.

Free of charge reasons can be added/removed/edited as required within your account directly.

Please note:

  • Users must be Financial office staff or owner/manager to access this setting.

Add free of charge reason

Click profile icon > Settings > Jobs > Free of charge reasons > Type ‘Reason’ into text field > Add free of charge reason.

Edit free of charge reason

Click ‘Edit’ > Amend Reason > Save free of charge reason.

Delete free of charge reason

Click ‘Delete’ > Type ‘Delete’ > Delete.

Free_of_charge_reasons_-_Setting.png

Related guides:

📘️Mark a job as 'Free of charge'