Rate Card

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Understanding Rate Card

It is where a collection of charge types can be selected and assigned a rate which will be applied to each charge type.

Within the Navigation menu, click on the search bar, type ''Rate Card'' and click on "Rate Card". Rate Card is also in Billing > Rate Card.

Click on the Red Action Button, this will bring up a drop-down menu, and select "Add"

add type

enter rate card name

Enter the name of the Rate Card

select the charge type

Select the charge type and click on the add button so that it will appear above.

enter rate value

Click on the rate drop-down menu that you have just added, and within the rate text box, enter the value of the rate you want.

the other rates

To add more rates, select a new Change type and click add enter the value of the rate. Note: you cannot add the same charge type twice.

Once you have selected and entered the required fields, click on the submit button submit button(1) to add.

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