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How to create a £0 invoice or pay rate card

See how to create a £0 invoice or pay rate card in the instance that you do not want to charge or invoice

Anjelica avatar
Written by Anjelica
Updated this week

You may need to create a £0 invoice or pay rate card for situations where you need to attach a pay or invoice rate to a visit but do not want to pay and/or charge. You may also want to use a £0 invoice or pay rate depending on certain operations in your agency.

How to set this up

Create a new rate card as you normally would by going to the Invoice or Pay rate tab, and clicking on the New rate button in the top right. If you need more guidance on how to set up a rate card see the articles below:

Birdie Finance interface showing "Invoicing rates" page with left sidebar navigation highlighting "Invoice Rates" under "Manage Invoicing". Main content displays table of rate names and last updated dates. "New invoicing rate" button highlighted in top right corner.

Name the rate Zero Rate card or something similar, do not click the add rate button or the add service type button, you will want to keep these blank otherwise you will not be able to save the rate card.

After you have added the name, click the Save button at the bottom of the page.

Form for creating invoicing rate named "Zero rate" with three main sections: Default visit rates table (currently empty, showing "No rates added" with Add rate button), Service type rates section with explanatory text and "Add service type rate" button, and Fees section (currently empty, showing "No fees added" with Add fee button). Bottom has Cancel, Reset, and Save buttons.

When you go back to the Invoice or Pay rate page you will now see this rate.

Birdie Finance interface showing added Invoicing rates. Search tool shows Zero rate and shows 1 result for Zero rate. The table outlines the Rate name and Last updated at date.
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