---
title: How to Apply Charge Rates to Associated Sites
description: How to Apply Charge Rates to Associated Sites
---

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# How to Apply Charge Rates to Associated Sites

## To apply existing client charge rates to specific sites, follow these steps:

1\. Navigate to the **Sites tab** from the main menu

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/LvVDIPDKpBeghxo9daNK93oB_E1XhmivSw.png)

2\. Select the **Site** you wish to apply the charge rates to from the list

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/8h-SnNaWrYmtvoJj7V7loiMO5FoxXTPr7Q.png)

3\. From the left-hand menu, select **Financial Details**

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/cf2wfuFj64ZrMl6LtzWJeTSNAIYHe_IdSA.png)

4\. Click on the **Add Service +** button on the right hand side

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/yKr_jfrJMku-una5gXf4RFlb-wg1iWj2Sw.png)

5\. Select the **Add Group Financials** button on the right hand side

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/FRJ2bM-EOIlXa2cNf5tqgIHaEeJOlINbJQ.png)

6\. Choose the **Billing Company** from the dropdown list. Complete all **required billing fields** for the client

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/-KY3iYzsLiw-37GueUxTWwg6r53DZpoyYA.png)

| **Field** | **Description** |
| --- | --- |
| **Billing Company** | Select the entity responsible for invoicing |
| **Billing Terms** | Define the contractual billing frequency (e.g. weekly, monthly) |
| **Payment Terms** | Set the number of days until payment is due after invoice generation (e.g. 7 days, 14 days) |
| **Bill To** | Select who the invoice will be addressed to (usually a contact name or company) |
| **Invoice Template** | Choose the template style used for generating invoices |
| **Payment Method** | Indicate how the client prefers to make payments (e.g. EFT, Credit Card) |
| **Attach Timesheet** | Select Yes or No depending on whether a timesheet should be included with the invoice |
| **Send Invoice To** | Select or add multiple email addresses that should receive the invoice |
| **Start Date** | Enter the start date of the billing contract |
| **Contract Term** | Define the length of the billing contract (e.g. 6 months, 12 months) |
| **Expiry Date** | Enter the end date of the billing contract |
| **Option Period** | *Optional* – Enter any agreed-upon extension period |
| **Option Expiry** | *Optional* – Enter the expiry date for the option period |
| **Purchase Order No.** | *Optional* – If required, enter the client’s purchase order number for billing reference |

7\. Click the **Next** button

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/myMoIxac3DIj6CWI04HsBcf7-uHEOfJEEw.png)

8\. Select the appropriate **Industry** and **Service Name** from the dropdown menu

**Note:** Selecting the **service name** will automatically pull through the relevant **Job Roles** and associated **Charge Rates**

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/xPPEOGymkYPW9YKIJfy0JzOIZfyLOKR-3g.png)

 

9\. Click the **Submit** button

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/licmWuxzB0g2f11B6J-XFqw6aDI99ebrjg.png)

10\. The selected Client Charge Rates are now associated with the chosen site

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/JukP7oNNIjQEG_pCaDfysCZwYLozdZ0IdA.png)

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