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Setting a user billing rate

Description

Describes how to edit user billing rates. There are two rates for users (Billing and Cost). Billing rate is the hourly rate you bill the client. The cost rate is the rate it cost you per hour. The difference is the profit. The billing rate is used when calculating profit and creating invoices.

Who can access this page?

To adjust billing rates, a user must have User Management permissions. Click here to view how to setup user permissions.

Location

Menu Setup Users Click Edit Billing tab

Billing Rates(See screenshot below)

  1. Rate
    The rate at which you charge the client.
  2. Effective Date
    The date the rate becomes effective. In the example billing rate the $60.00 rate became effective on 10/5/2015. Before this date the rate was $50.00.

Screenshot

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