---
title: "Rate Card"
slug: "rate-card"
updated: 2025-07-29T11:40:29Z
published: 2025-07-29T11:40:29Z
canonical: "help.canary7.com/rate-card"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.canary7.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Rate Card

## 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 Button![red action button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/red%20action%20button.png), this will bring up a drop-down menu, and select "Add"

![add type](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/add%20type.png)

### Complete the General Tab

![enter rate card name](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/enter%20rate%20card%20name.png)

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](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/select%20the%20charge%20type.png)

#### ➤ 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 button![add button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/add%20button.png) so that it will appear above.

### Enter the Value of the Rate

![enter rate value](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/enter%20rate%20value.png)

#### ➤ 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](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/the%20other%20rates.png)

## ➕ 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 button![submit button(1)](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/submit%20button(1).png) to add.