Default Billing Rates

When you add a new staff member or create a new task in WorkflowMax, you must set default billing rates for each.

The default billing rates consist of the staff base/billable rate and the task base/billable rate.

These rates will be used for all billing and reporting unless you set up historic billing rates or use custom billing rates to override the default.

You can choose whether to use staff billingStaff billing is a client billing method based on billable rates associated with specific staff members. This method is useful if you have several staff working on a task but wish to charge them out at different rates, based on their experience, for example. Compare Task billing. or task billingTask billing is a client billing method based on billable rates associated with specific tasks. This method is useful if you usually have standard rates for a specific task, regardless of which staff members are working on it. Compare Staff billing. rates for billing your clients by setting Organisation Settings > Job Settings > Task Invoice Rate to Staff Billable Rate or Task Billable Rate.

If you change the system-wide Task Invoice Rate setting, existing jobs will continue to use the setting that was in effect when they were created; new jobs will use the new setting.

If you want to override the system-wide Task Invoice Rate setting to apply job-specific task billing or staff billing rates, you can use the 'click here' link under the Financial Settings section on the job's Financial tab.

Related Topics Link IconRelated Topics