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Setting Rate Schedule For Project or Client
Setting Rate Schedule For Project or Client

This article guides you through setting an individual rate schedule for a project or client

Traffio avatar
Written by Traffio
Updated over 2 weeks ago

You can assign specific rates to a client. When you set a rate schedule, it will be automatically suggested when creating invoices. However, you can override this on a per-project basis in the project details. In that case, the project's default rate schedule will be suggested instead.


Setting a Rate Schedule from a Project Profile

  1. Navigate to Client on the sidebar

  2. Select the Projects tab

  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
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Setting Rate Schedule for Specific Projects from a Rate Schedule

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

  1. Navigate to Billing on the sidebar

  2. Select Rate Schedules tab

  3. Choose the desired Rate Schedule

  4. Click Project Drop-down

  5. Select the desired Project/s

  6. Click Save


Setting a Rate Schedule from the Client Profile

  1. Navigate to Client on the sidebar

  2. Select the Client you would like to apply the Rate Schedule to

  3. Scrolled down to the Billing Section in the client's profile

  4. Select the rate schedule from the drop-down menu

  5. Click Save

Setting Rate Schedule for Specific Client from a Rate Schedule

  1. Navigate to Billing on the sidebar

  2. Select Rate Schedules tab

  3. Choose the desired Rate Schedule

  4. Click Client Drop-down (these are divided into Clients without rate schedules and Clients with rate schedules)

  5. Select the desired Client/s

  6. Click Save

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