How to Apply Charge Rates to Associated Sites

Modified on Thu, 4 Dec at 7:55 PM

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

1. Navigate to the Sites tab from the main menu

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

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

4. Click on the Add Service button on the right hand side

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

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

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

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

9. Click the Submit button

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