Set a custom task or staff rate for a job

To set a custom billing rate for selected tasks (or for selected staff members) in a specific job:

1. In the Jobs menu, select Jobs.
2. On the Job Manager screen, click the number of the job you wish to edit.
3. On the job detail screen, click the Financial Settings button.
4. On the Financial Settings screen, make sure that the Task Invoice Rate is set to the type of billing you require for the job you are working with. It can be set to:
   • Task Billable Rate. The job is billed based on the default (or custom) billable rate for tasks assigned to the job.
   • Staff Billable Rate. The job is billed based on the default (or custom) billable rate for staff assigned to the job.

     The Task Invoice Rate is automatically set to the value of the > General Settings > Organisation Settings > Task Invoice Rate in effect when the job was created.

     Changing the Task Invoice Rate setting on the Job Financial Settings screen will affect only the currently selected job.

5. If Task Invoice Rate is set to:
   • Task Billable Rate, specify a Custom Rate for one or more tasks assigned to the job.
   • Staff Billable Rate, specify a Custom Rate for one or more staff members assigned to the job.

     The Custom Rate you specify will be used instead of the default Billable Rate shown.

6. Save your changes.