Customer Rates

Overview

Updated 07/08/2021

 

The Customer > Rates sub-menu item provides a record of various types of transactions and how often those transactions have, or will be billed. This is a stand-alone section that does not influence Time Entry and there are no associated Reports or AQs.

 

 

Enable Rates in Admin Tools > Form

To use the Rates sub-menu item, the option must be enabled under the Customer menu in Admin Tools > Form. For more information on granting access to the Rates Form Setting, see the Admin Tools: Form help article. 

 

 

Add a Customer Rate

1. From the Main Menu, navigate to Front Office > Customer.
   
   
2. Search for a customer using the search fields at the top of the window.
   
   
3. Click Rates in the Customer sub-menu.
   
   
4. Click the blank field under the Transaction Type column. A drop-down icon appears. 
   
   
5. Click the drop-down menu and select a transaction type from the list. 
   
   
   
   
6. Press Tab on your keyboard to move off the field and save the entry. 
   
   
7. Pressing Tab will highlight the Frequency column and a drop-down icon appears. 
   
   
8. From the drop-down menu, select the frequency that the transaction type will be billed.
   
   
   
   
9. Press Tab on your keyboard to move off the entry and save the field.

Deleting a Customer Rate

1. Navigate to Front Office > Customer > Rates
   
   
2. Click a item in the Customer Rates grid. 
   
   
3. Right-click on the customer rate that needs to be removed.
   
   
4. Click Delete Customer Rate(s) to remove the customer rate.
   
   

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