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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