Use custom billing rates (Beta)

Table of Contents

Before you start
Use custom rates for billing time
Use custom rates in invoices and proposals

Work in progress

The functionality is being developed and is currently available for Beta users. Docs on using the feature are being prepared.

With custom billing rates , you can assign different rates to individual team members for specific services—so when time is logged or an invoice is created, the correct rate is applied automatically. Here you’ll find out how to use custom billing rates in invoices, proposals and time entries.

Before you start

To start using custom billing rates, a firm owner or admin must create at least one custom rate and assign team members and services to it.

Use custom rates for billing time

If your firm provides hourly services, custom rates in time entries ensure each team member’s work is billed at the right rate automatically. When a team member logs time and selects a service that has a custom rate configured, the rate is applied automatically.

To log time with a custom rate:

Start a time entry from a job, task, or the Time entry button at the top of the page.
You will be set as the team member automatically. The firm owner, admins, and employees with the Manage services and Manage custom rates permissions can edit the Team member field and choose another employee.
Select a service. If there is a custom rate, it applies automatically.
Complete the time entry and save it.

Once time is logged, you can generate an invoice directly from the time entries .

Use custom rates in invoices and proposals

You can apply custom rates when creating an invoice or adding services to a proposal. To apply a custom rate:

Start creating an invoice or go to the Services step of the proposal.
In the Line items section, select a service.
Select a team member in the Team member field. If a custom rate exists for that service and team member, the rate updates automatically.
Adjust the rate manually if needed for a specific case.