How to add Additional verbiage to the Billing instructions section
Log in to Zoho CRM
Click Franchise Variables module
On the Franchise Variable Entry, click Open Variables Edit button
On the Franchise Variables page, scroll down to the Billing instructions block. Enter the desired verbiage you want to include in the billing agreement with the family. For example: “Schedules totaling less than 18 hours per week will be billed at a rate of $38 per hour.”
Scroll down to click the Update button to save the changes
Related Articles
How to update the Billing information of the Client
Go to the Client’s profile Hover over to the Billing tab Set the Client Class and determine if they are paying Long term or Privately Click the Billing Cycle and choose Bi-Weekly To determine if they have Long Term Care, refer back to Zoho CRM and ...How to update who Gets Notified from a Form Submission
Log in to CRM Click Franchise Variables Click Open Variables edit button Scroll down to identify the form which you would like to update. Enter the email address of the new recipient in the corresponding field. To remove previous recipients, simply ...How to edit the Billing Rate on a Service Code
Hover over to the Admin tab and click Services Click on the Service code Click on the Hourly code, click on the amount On the Details tab, edit the amount on the Bill Rate and click Save Tags: Billing Rate, Service Code, Update Service Code, Hourly ...How to add signature to all outgoing emails
You can add signature to all your outgoing emails by following the steps given below: To customize signature Click Setup > Channels > Email > Email Configuration. In the Compose page (Email Configuration), Scroll down for the Email Signature ...How to view Caregivers responses to Open Shifts Request
(This is used when sending out a Caregiver's message blast about Unfilled Shifts and checking who Accepted, Declined and who Did not Respond in the Push Notification which will determine who is interested in filling the shift) Hover over to the ...