How do I manage the billable status of contacts in Practice Pro?
Managing the billable status of contacts in your Practice Pro account is an essential part of billing and invoicing customization. This guide explains the default settings for contact billability and provides instructions for updating contact statuses individually or in bulk.
Default Billable Setting for New Contacts
When creating a new contact in Practice Pro, the "Contact is billable" option is checked by default. This means that, unless manually adjusted, all newly created contacts will be marked as billable. If you don’t want a new contact to be billable, you can manually uncheck the "Contact is billable" box during the contact creation process. This allows you to set the appropriate billing status for each contact as needed.
Updating Billable Status for Multiple Contacts
To update the billable status for multiple contacts at once, you can use the Bulk Action feature. Follow these steps:
Navigate to the Contacts page in your Practice Pro account.
Select the contacts you want to update by checking the boxes next to their names.
Click the Bulk Action button.
Choose the option to mark the selected contacts as non-billable.
This process enables efficient management of your contact list, particularly if you need to adjust the billable statuses of multiple contacts simultaneously.
Conclusion
Practice Pro simplifies the management of billing settings for contacts, offering both default configurations and easy-to-use tools for manual and bulk updates. By understanding these features, you can ensure that your contact billing statuses are always aligned with your organizational needs.