Define rates and terms

Use the Rates & Terms screen to define the billing rates used 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 > Parts & Billing > Rates & Terms.

2. Click New.

3. Configure the billing rates.

   1. Click the Billing Rates tab.

   2. In the Rate Name box, enter a name for the billing rate.

      Billing rates are displayed in a popup menu where a user is entering work time in a ticket tech note.

   3. In the Hourly Rate box, enter the billable amount per hour.

   4. In the Display Order field, enter the display order value for the listed items.

   5. Select the Subtracts from Time Blocks checkbox if you want to apply the work time for Tech Notes using a predefined billing rate that will be deducted from the ticket location's service time block balance.

      You can enable this option at Setup > Parts & Billing > Options > Enable Location Service Time Blocks if you offer support to your client locations based on predefined service time blocks.

   6. Select the Travel Rate checkbox if the billing rate applies to time spent traveling.

      You can disable the labor tax for travel rates. See the Tax Rates tab for details.

   7. Click Save.

4. Configure the billing terms.
   1. Click the Billing Terms tab.
   2. Click New.

   3. In the Term Name tab, enter a name for the billing term.

      Billing terms are displayed in a popup menu in the Parts & Billing tab of each ticket. The selected billing term is displayed on the ticket invoice PDF file.

   4. Enter the display order value for the listed items.

   5. Click Save.
5. Configure the tax rates.
   1. Click the Tax Rates tab.
   2. Click New.

   3. In the Tax Name box, enter a name for the custom tax rate.

   4. In the Rate box, enter the tax rate to apply to your invoices.

      You can apply a tax rate to parts, labor, or shipping. All tax rates are applied to an invoice.

   5. If this is the default tax rate, select Default Rate.

   6. In the Apply to Labor section, select the tax rate option that applies to labor.

   7. Select a display order for the listed items.

   8. Select the Apply to Parts checkbox if the tax is applied to parts.

   9. Select the Apply to Shipping checkbox if the tax is applied to shipping.

   10. Click Save.