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SETTING BILLING RATES (Invoices and Opportunities > Proposals) I. Hourly II. Flat rate III. Other rate III. Other rate Please note: To charge clients on an other-rate basis, you must create an *Other rate* timebill (Invoices) or *Other rate* item (Proposals). Invoices: 1. Click on the Timebills tab. 2. Select "Other 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 quantity in the "Quantity" field; a rate in the "Other rate" field; and select a frequency from the drop-down menu to the immediate right of the "Other rate" field. (If you have enabled multi-currency functionality, select the appropriate currency.) 6. 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 Other 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." 7. Click on "Save."
1. In the Opportunities module, click on the Proposals tab, and then on the number of an existing proposal. 2. Select "Other 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 quantity in the "Quantity" field; a rate in the "Other rate" field; and select a frequency from the drop-down menu to the immediate right of the "Other rate" field. (If you have enabled multi-currency functionality, select the appropriate currency.) 6. 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 Other Rate Item will be the name of any service selected. If no sService is selected and no name is entered, the description name in the list will read "No description." 7. Click on "Save." I. Hourly II. Flat rate III. Other rate |
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