Set a custom task rate for a client

To override the default billing rate for a task when the task is performed for a specific client:

• From a client perspective
  1. In the main menu, select Clients.
  2. On the Clients screen, drill down on the name of the client you wish to edit.
  3. On the Client details screen, select Options > Edit.
  4. On the Edit Client screen, in the Billing section, select + Add Custom Task Rates.
  5. In the drop-down list of tasks, select one or more tasks to create a custom task rate for, and Add.
  6. For each task in the list, type a value in the Custom Billable Rate /h column.

     Select Default Task Rate to specify a custom rate across all tasks for this client.

  7. Save your changes.

• From a task perspective
  1. In the Business menu, select Settings > Tasks.
  2. On the Tasks screen, drill down on the name of the task you wish to edit.
  3. On the Edit Task screen, select the Custom Client Rates tab.
  4. View or change the client rate settings, as required.

     Field	Description
     Client	The name of the client to apply the custom rate to. Select a client from the drop-down list.
     Billable Rate	The custom hourly billable rate for the task when it's performed for the selected client. Type in the required custom rate (dollars and cents).

  5. Add the new custom client rate. The client name is added to the list. The checkbox next to the client name is selected automatically (you can deselect the client at any time, if you wish to stop billing the client at the custom rate for the task).
  6. Save your changes.

The custom client billing rate you set for a specific task and client will be used regardless of whether Task Invoice Rate is set to Staff Billable Rate or Task Billable Rate.