SETTING BILLING RATES (Invoices and Opportunities > Proposals) I. Hourly II. Flat rate III. Other rate II. Flat rate Please note: To charge clients on a flat-rate basis, you must create a *Flat rate* timebill (Invoices) or *Flat rate* item (Proposals). Note: If you enable the project billing feature, you can create fixed fee billing rules for your projects. See Projects > Billing for more information. Invoices: 1. In the Invoices module, click on the Timebills tab. 2. Select "Flat rate timebill" from the "Create" drop-down menu. 3. Select a name from the "Client:Project" drop-down menu. 4. If appropriate, select a service from the "Service" drop-down menu. 5. Enter a rate in the "Flat rate" field. *Note: If the service you select has a flat rate associated with it, this rate will automatically be entered in the "Flat rate" field; you can change this rate by clicking in the "Flat rate" field. 6. If you have enabled multi-currency functionality, select the appropriate currency. 7. Enter a Description and any desired Notes in their respective fields. *Note: If you do not enter a name into the "Description" field, the name of the Flat rate timebill will be the name of any Service selected. If no Service is selected and no name is entered, the Description name in the list will read "No description." 8. Click on "Save." 1. In the Opportunities module, click on the Proposals tab, and then on the number of a listed proposal. 2. Select "Flat rate Item" from the "Create" drop-down menu. 3. Select a name from the "Client:Project" drop-down menu. 4. If appropriate, select a service from the "Service" drop-down menu. 5. Enter a rate in the "Flat rate" field. *Note: If the service you select has a flat rate associated with it, this rate will automatically be entered in the "Flat rate" field; you can change this rate by clicking in the "Flat rate" field. 6. If you have enabled multi-currency functionality, select the appropriate currency. 7. Enter a Description and any desired Notes in their respective fields. *Note: If you do not enter a name into the "Description" field, the name of the Flat Rate Item will be the name of any service selected. If no service is selected and no name is entered, the description name in the list will read "No description." 8. Click on "Save." I. Hourly II. Flat rate III. Other rate |