How to create or edit a billable rate for time and internal charges specific to a client

If a matching billable client rate is found, it will be used instead of the default billable rates applied at the task type or employee level.

Create a billable rate manually

Steps: 

1. Navigate to MASTER FILES > Clients. 
2. Use the Filters to narrow down your search, or scroll through the list of Client Codes.
3. Click the client code you wish to create a billable rate for. 
4. Click Billable Rates, located at the top of the page. 
5. Click CREATE A NEW BILLABLE RATE. 
6. Enter the relevant criteria upon which the rate will apply. 
   
   

   Field	Description
   Product	If assigned, the Billable Rate will only be assigned to charges (time entries, estimates, invoices)  for jobs assigned to that product.
   Job No	If assigned, the Billable Rate will only be assigned to charges (time entries, estimates, invoices)  assigned to that job.
   Job Type	If assigned, the Billable Rate will only be assigned to charges (time entries, estimates, invoices)  assigned to jobs of that type.
   Task Type	If assigned, the Billable Rate will only be assigned to charges (time entries, estimates, invoices)  assigned to that task type.
   Employee	If assigned, the Billable Rate will only be assigned to charges (time entries, estimates, invoices)  assigned to that employee.
   Title	If assigned, the Billable Rate will only be assigned to charges (time entries, estimates, invoices)  assigned to employees of that title.
   Internal Charge Type	If assigned, the Billable Rate will only be assigned to internal charges assigned to that internal charge type.

7. Enter the Hourly Billable Rate to which the rate will apply. 
8. Click SAVE or SAVE & CLOSE. 

Import billable rates

Steps: 

1. Navigate to MASTER FILES > Clients. 
2. Click Excel-Billable Rates, located at the top of the page. 
3. Click IMPORT. 
4. Click Download Template. 
5. Enter the required information. 
6. Save the file to your computer. 
7. Navigate back to MASTER FILES > Clients. 
8. Click Excel-Billable Rates once again. 
9. Click IMPORT. 
10. Click SELECT FILE and choose the saved file.