Admin/Manager > System Setup > Billing Options > Service Rate Sheets
Create client-based custom billing rates for services. Service rate sheets can be set at the client level, automatically opening projects with the specified client rates.
NOTE: When changing the Get Rate From in the project, the rate will be for new time entries only, unless otherwise updated/recalculated.
Service Rate Sheets allow you to create multiple billing rates for your services. A Service Rate Sheet can be pre-assigned to the client to be used as a default for the clients' projects (additional workflow setup required). This can also be used for creating Rush Rates, etc. Your staff continues to select their normal service, but depending on the project setup, the rate defined in the projects selected Service Rate Sheet will automatically be used for billing purposes.
NOTE: While there are 5 Rate Levels, typically only Rate Level 1 is used and is the default.
Rate Sheets are a great way to reduce the number of Services you may have in your system. For example, instead of creating two identical services with different rates, you can create two rates sheets, where the same Service (that you pre-assign in your project templates) is used, yet you bill clients different rates.
Create A New Rate Sheet
Click the New button to add a rate sheet.
In the Rate Sheet Name text box, enter a descriptive name for the rate sheet.
For each service entered the system will default in the rate from the standard Services list. You can modify any individual rates by clicking in the Rate 1 box.
Using the More button on an open rate sheet will show some additional options.
Edit Name: Opens a text box where the name of the rate sheet can be changed.
Apply Adjustment: Allows an across the board, percentage based adjustment to the figures on the rate sheet.
Set Inactive: Will make this rate sheet inactive, preventing users from selecting it when setting the rates for a new project.