.
. Resources . Help . Help
. -
.
Index.Search
. .
Company > Settings > Billing rates > Get the billing rate from

.
Although you can enter billing rates manually for each timebill or proposal you create, if you want a pre-set rate to show up automatically in a timebill or proposal, you must select an appropriate billing rate source from the Company > Settings > Billing rates > "Get the billing rates from" field.
.
To select a billing source:
.
1. Click on the Company tab, and then on the "Settings" sub-tab.
.
2. Select the billing rate source* from the "Get the billing rates from" drop-down menu found in the "Billing rates" section near the bottom of the "Settings" dialog.
.
3. Click on "Save."
.
*You can select as your rate source "Service" (Account > New/Edit service dialog box); "Service/Client" (Account > New/Edit client > service rates dialog; "User" (Account > New/Edit user > demographics dialog); "User/Project" (Account > New/Edit project dialog box; "Client/Project" (Account > New/Edit client or New/Edit project dialog box); or "Project billing rules" (Projects > [project name] > billing). See "Setting billing rates" for more information.
.