Video Tutorial: Setting Up Billing at the Staff Level
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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.