Start a draft rate
- Open Finance > Rates.
- Click Create Draft Rate to open the draft form.
- Enter the charge name or code, facility, customer, pricing basis, quantity basis, and price.
Finance setup
Add a Rate
Create a draft rate, review the charge settings, and publish it when the billing rules are ready to be used on invoices.
Review the billing scope
Draft rates stay editable and are not billable until they are published.
- Set the effective date range and any task-specific or category-specific settings the charge needs.
- Save the draft and review it in the Draft Rates table.
- Use Edit if you need to correct the draft before it goes live.
Publish the rate
- Click Publish on the draft once the billing setup is final.
- Confirm the rate moved to Published Rates and is now locked for billing use.
- Clone a published rate when you need a new version instead of editing the locked one.