Articles in this section

Video Tutorial: Setting Up Billing at the Staff Level


This video will teach you how to create specific billing rates for your employees and projects.    

You’ll learn how to create labels for your billing rates, such as a “2017 base rate” or “2017 discounted rate.” Then, you’ll see how to adjust billing rates for a staffer based on the labels you set up. For example, Jim’s “2017 base rate” is $100 and his “2017 discounted rate” is $90. Finally, you’ll find out how to set up billing rates for an individual project, since each project has its own billing rate.

You’ll Learn How To:

  • Change billing rate names.
  • Create billing rates to staffers.
  • Assign staff rates to projects.
Was this article helpful?
0 out of 1 found this helpful

More Resources