This article explains how you can add service sub-type.


How to Add Sub-Type(s) of Services?

In the Settings tab (left), navigate to Billing Setup and click on "Service Subtypes". The description for various features is given below:

  1. Tx Type: Select the treatment type from the drop-down menu. 
  2. Type: Select the type of service, i.e. billable and non-billable. 
  3. Service: Select the service for which you would like to create a sub-type from the drop-down menu. 
  4. Active Toggle: To keep the status of the sub-type as active/inactive toggle the button under the Status Column.
  5. Edit Service Sub Types: Click on the pen-paper icon and edit the description of the service.
  6. Delete Service Sub Types: Click on the red trash icon located under the Action column. 
Note: You would need to be careful while deleting these sub-types as it may construe some reports. 




How to Add/Edit Service Sub Type?

  1. Click on the blue "Add Service Sub Type" button in the bottom left. 
  2. Enter the description for the service subtype.
  3. Click the Save button.