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Editing a Rate Schedule

This guide show you how to amend, edit and make a new revision of a rate schedule

Traffio avatar
Written by Traffio
Updated over 2 weeks ago

Editing a Rate Schedule

  1. Navigate to Billing on the sidebar

  2. Select the Rate Schedules tab

  3. Select the rate schedule that you want to edit

  4. Select Revisions

  5. Select the current active revision

  6. Click New Revision

  7. Here you can choose to direct copy or % Adjust all charges by a selected percent

  8. Click Clone Revision

  9. Select the draft revision

  10. Set Revision Valid From and Revision Valid To Date (Note these are just for your reference and will only give you warnings when the new rate schedule will need to be published and activated)

  11. Complete all the required changes to the Rate Schedule & double-check that you are happy with all the changes made

  12. Click Save

  13. Click Publish

  14. Click Activate

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