Non-Session Charges

Non-Session Charges is a feature which allows you to document and create invoices for any fee you are giving to a client other than their session fees. You can specify that name of the fee, the cost, and automatically generate an invoice.

You may use a Non-Session Charge for administration hours, reports, books, letters, or anything else you need to charge your clients for. These are not tied to Calendar events, so your invoices will not reflect the "session date." 

First, head to the Clients, then Finances, and select the Non-Session Charges tab.  Next, select the plus icon in the top right of this tab, to open the Add a Charge window.

Name the charge under Service Name, specify the Amount Charged, set a Tax Rate, and decide if you want to auto-invoice for this.  When you are finished select the Save button.

If you have decided to Auto-Invoice, you'll find the invoice under the Invoices tab. You can record payment the same way you would a session. If you have opted not to Auto-Invoice, you will need to use the Create Invoice tool to generate the invoice for the Fee.