Billing for time > Billing Rate Levels
Billing Rate Levels
Billing Rate Levels allows you to create a matrix of custom rates enabling the flexibility of accessing multiple rates for the same activity. You can choose to bill your customer by an employees level of experience or by whether the customer has earned a preferred status within your company.
To create a billing rate level
1
Go to the Time Billing command centre and click Billing Rate Levels. The Billing Rate Levels window appears.
2
Click New. The Billing Rate Level Information window.
3
In the Billing Rate Levels Name field, enter a name of the new billing rate level.
4
Select the type of activity from the following options:
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Fixed Rate: Enter the amount of the fixed rate.
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Custom Rate per Activity: Select to enter a billing rate for each activity listed.
5
If you selected custom rate per activity, check the activity for which you want to enter the billing rate for. You can select multiple activities. Enter the amount of the billing rate.
6
Click OK.
To edit a billing rate level
1
Go to the Lists menu and select and click Billing Rate Levels. The Billing Rate Levels window appears.
2
Select the rate and click Edit or click the zoom arrow. The Billing Rate Level Information window.
3
If the billing rate is a fixed rate, enter the amount.
4
If the billing rate is a custom rate per activity, you can update the billing rate for all activities selected by choosing from the following options:
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Use Default Activity Rate: Select this option if you want to update the selected activities to use the default rate of activity.
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Percentage Increase/Decrease: Select this option to increase or decrease the billing rate amount by a percentage.
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Amount Increase/Decrease: Select this option to increase or decrease the billing rate amount by another amount.
5
Click Update Activities to make the changes.
6
Click OK to close the window.
Related topics
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Reviewing and changing activity slips
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Setting billing rates
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Creating activities
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Creating activity slips
 
 

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