Understanding Rate Card
What is 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.
Accessing Rate Card
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.
Adding a Rate Card
Click on the Red Action Button
, this will bring up a drop-down menu, and select "Add"
Complete the General Tab
Enter the name of the Rate Card
Complete the Rate Card Tab
Select the charge type and click on the add button
so that it will appear above.
Enter the Value of the Rate
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.
Adding more Rates to the Rate Card
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.png)
to add.