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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

Kat McDevitt avatar
Written by Kat McDevitt
Updated over 2 years ago

You can make changes to an existing rate at any time. To do this, you must make a new revision of the rate schedule.

Editing a rate schedule

  1. Navigate to the Billing tab of the side toolbar

  2. Select Rate Schedules in the top right tab

  3. Select the rate schedule that you want to edit

  4. In the rate schedule pop out tab 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. Clone revision

  9. Select the new draft revision of that rate schedule

  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 Publish

  13. Press Activate

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