Rate Card

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Understanding Rate Card

🧾 What is a Rate Card?

A Rate Card is where you define how much to charge for different services. It groups together multiple Charge Types and assigns a monetary rate to each one.
Think of it as your pricing sheet – while Charge Types define what and when to charge, the Rate Card determines how much to charge.

🔎 Accessing Rate Card

To access Rate Cards:

  • From the Navigation Menu, type Rate Card in the search bar and select Rate Card

  • Or go to Billing > Rate Card

Adding a Rate Card

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

add type

Complete the General Tab


enter rate card name


Enter a clear, descriptive name for your Rate Card (e.g. Standard UK Charges, Q3 B2C Rates).


Complete the Rate Card Tab


select the charge type

➤ Add Charge Types:

  • Select a Charge Type from the dropdown

  • Click the Add button to include it in the Rate Card

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

Enter the Value of the Rate

enter rate value

➤ Set the Rate:

  • Once added, click the Rate field beside the Charge Type

  • Enter the monetary value you wish to apply (e.g. 0.20, 2.50)


💡 Tip: Rates can include decimal values and represent charges per unit, per weight, per day, etc., depending on the associated Charge Class.


Adding more Rates to the Rate Card

the other rates

âž• Adding More Rates

To add more rates to the same Rate Card:

  • Select another Charge Type

  • Click Add, and enter the associated rate value

🚫 You cannot add the same Charge Type more than once to a single Rate Card.

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