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Setting a rate schedule for a project
Setting a rate schedule for a project

This article guides you through the process of setting an individual rate schedule for a project

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

You can apply individual rates to a client. When you set a rate schedule, that rate schedule's will be suggested automatically when invoices are created. You can override this on a per-project basis in the project detail screen. The project's default rate schedule will then be suggested instead.

Setting a rate schedule for a project.

  1. Navigate to the Client

  2. Select Projects on the top toolbar

  3. Select the project you would like to apply a rate schedule to

  4. Scroll to the Billing Section.

  5. Select a rate schedule from the drop-down in the rate schedule override

  6. Click Save.

Setting rate schedule for specific projects from rate card

This rate schedule will override the rate schedule that you may have set up for the Client.

  1. Navigate to Billing

  2. Select Rate Schedules from the top tab bar

  3. Choose the rate schedule that you want to apply to a Project

  4. In the overview there is a project section, click on this for a drop-down menu of all the Projects.

  5. Select the Project or Projects you want to use this rate schedule

  6. Save

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