Define rates and terms

You can use the Billing Rates, Terms, and Taxes feature to define billing rates to use in your tickets. You can configure specific billing rates to be consistent with the level of delivered service (Level tech) and the applicable local tax codes.

  1. Click Setup and select Parts & Billing > Rates & Terms.
  2. Click New.
  3. Complete the fields and selections as required, then click Save.

    Click the tooltips for additional information.

  4. Click the Billing Terms tab.
  5. Click New.
  6. Complete the field and drop-down menu as required, then click Save.

    Click the tooltips for more information.

  7. Click the Tax Rates tab.
  8. Click New.
  9. Complete the fields and selections as required, then click Save.

    Click the tooltips for more information.