Once you've saved your rate schedule, the Revisions and Overrides tabs will appear next to Overview in the top right-hand corner.
Within Revisions is where you start building out your schedule of rates.
Only revisions in a draft form can be edited.
Contents
Activated revisions - How invoices select which revision to use
Setting up the rates in your revision
Click into the Revision
Toggle on the items you want to add to the Rate Schedule
Use the Blue Cog Button to change how the unit is billed. Select the billing mode from the drop-down. Learn more about billing modes here
If applicable, apply the Minimum Hours that this item is billed
Apply the rates for the Item Classifications
Click Save
Revision statuses
Rate schedule revisions have different statuses that represent the progression and how it can be used.
Draft = You are actively editing the revision
Publish = The revision is locked and no longer editable. If you want to edit the revision you need to create a new one, this way there is an audit trial of changes.
Obsolete = The revision is no longer used.
Published revisions can then be activated
Activate = The revision is finalised and able to be used in invoices.
Deactivate = (only shows when a revision is activated) Removes the revision from being used in invoices. Retains the published status.
You will notice that depending on what status you have enabled, it will change the behaviour of the other buttons.
For instance, in draft you are unable to skip to activate; the button is disabled.
Once you have published your revision, you are unable to go backwards to draft status. To edit, you need to create a new revision.
When you go to activate your revision, you are forced to enter an activation date
To change this "Active from" date, you need to deactivate the revision then activate it again.
This additional step is intentional to reduce the risk of users accidentally making a change to "Active from".
Activated revisions
You can have multiple activated revisions, and all could be used.
An invoice uses the 'revision reference date' in the rate schedule and the 'active from' field in the revision to check which activated revision to use.
Revision reference date
Revision reference date
The invoice will check what revision the date falls into after or on the 'active from' range of a revision.
The date used is based on this setting.
Invoice creation date
This is the default setting used.
The date the invoice was created.
Booking date
Booking: Booking start date or the last date the booking was invoiced (e.g. long bookings partially invoiced).
Plan: Completion due date. As this field is optional it will default to todays date if not populated.
Permit: Valid from
The 'Active from' date
This is a required field, and there may not be any other activated revisions from the same rate schedule with the same 'active from' date. You will receive an error message to change the date if this occurs.
Examples of how it selects which revision to use
E.g. Revision reference date = Invoice creation date (default)
E.g. Revision reference date = Invoice creation date (default)
Settings...
Rate Schedule settings:
Revision reference date = Invoice creation date
Rate Schedule Revisions:
#1 = active from '01/07/2025'
#2 = active from '01/07/2026'
Booking:
Start 15/06/2026 - End 15/07/2026
Scenario 1...
You create one invoice on 20/07/2026
Uses revision #2
Because the invoice creation date is past the revision #2 active from date.
Scenario 2...
You create a partial invoice on 30/06/2026
Billed until 20/06/2026
Uses revision #1
Because the invoice creation date is past the revision #1 active from date but before #2
You create a second partial invoice on 1/07/2026
Uses revision #2
Because the invoice creation date is past the revision #2 active from date.
E.g. Revision reference date = Booking date
E.g. Revision reference date = Booking date
Notice in all scenarios below it doesn't matter which date you create the invoice on.
Settings...
Rate Schedule settings:
Revision reference date = Booking date (uses booking start date or billed until date)
Rate Schedule Revisions:
#1 = active from '01/07/2025'
#2 = active from '01/07/2026'
Booking:
Start 15/06/2026 - End 15/07/2026
Scenario 1...
You create one invoice on 20/07/2026
➡️ Uses revision #1
Because the booking start date is past the revision #1 active from date but before #2
Scenario 2...
You create a partial invoice on 20/07/2026
Billed until 1/07/2026
➡️ Uses revision #1
Because the booking start date is past the revision #1 active from date but before #2
You create a second partial invoice on 20/07/2026
➡️ Uses revision #2
Because the billed until date is equal to / past the revision #2 active from date.
Scenario 3...
You create a partial invoice on 20/07/2026
Billed until 25/06/2026
➡️ Uses revision #1
Because the booking start date is past the revision #1 active from date but before #2
You create a second partial invoice on 20/07/2026
Billed until 1/07/2026
➡️ Uses revision #1
Because the booking start date is past the revision #1 active from date but before #2
You create a third partial invoice on 20/07/2026
➡️ Uses revision #2
Because the billed until date is equal to / past the revision #2 active from date.
Revision 'valid from' and 'expires on' fields
Both of these fields are a visual reference only and don't restrict or interfere with what revision is selected in invoices.
Its purpose is to indicate that you need to create a new revision if not done already.