Clearmargin

Waive Charges

Create a billing waiver to exclude specific services, time, or costs from billing.

Steps

  1. 1Go to "Invoices" > "Billing Waivers" in the navigation /dashboard/invoices/waivers.
  2. 2Click "New Waiver".
  3. 3Select the waiver type: service (catalog item), time, or cost.
  4. 4Select the project the waiver applies to.
  5. 5Set a date range (start and end period) for the waiver.
  6. 6Save the waiver — billing excluded for matching entries in that period.
  7. 7Waivers are reflected when generating invoices from project data.

Ready to try it?

Sign up for Clearmargin and start managing your business in one place.

Get Started