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Customer - Financial - Resource Rates tab

Service Billing > Customers > Financial > Resource Rates tab

The Resource Rates tab in Customers defines customer-specific resource rates by resource type. Customer-specific resource rates have precedence over the standard Billing Rate defined for a resource type.

Actions

  • Edit - Edits the resource rate for a selected resource type.

Edit Resource Rates

  • Name - The resource type name.
  • Description - A resource type description.
  • Row Type - Skill, Material, or Cost.
  • Bill Rate - The standard billing rate.
  • Bill Rate Override - The customer-specific billing rate. If zero, the standard billing rate serves as the default billing rate for this customer if this resource type is selected.
  • Sales Tax Rate - The customer tax rate.
  • Sales Tax Rate Override - The resource-type-specific tax rate. If zero, the customer Sales Tax Rate applies.