Question asked by Peter Kempe 7 years ago
I have an issue where I have both commercial and domestic clients. Is there a way to set default hourly rates per customer? I have on a number of occasions sent out an invoice with the wrong rates and have therefore undercharged.
Many thanks in advance
Hi Peter,
I think I understand and have a workaround as it's not possible from the customer details, however, potentially you could use the stock feature (Tools>Stock) to create some default rates. You could give the item a customer related name although you would need to make sure to hide the item name as shown below:
When creating the invoice you can select the appropriate item from the list:
Best answerHi Peter,
Are you setting the hourly rate in the quantity when creating an invoice at the moment?
Hi John,
Thanks for prompt reply.
I have a base rate that is automatically added (through settings) I.e labour, matarials, mileage. However there doesn't seem to be an option to set up rates per client. By this I mean by example domestic charges out at £15/hr and commercial at £20/hr.
When invoicing a client, I'd like to have the rate imported automatically to avoid errors or omissions. I hope this makes sense?
Hi Peter,
I think I understand and have a workaround as it's not possible from the customer details, however, potentially you could use the stock feature (Tools>Stock) to create some default rates. You could give the item a customer related name although you would need to make sure to hide the item name as shown below:
When creating the invoice you can select the appropriate item from the list:
Best answerThanks John,
Will have a look when I get the chance and revert.
Thank
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