To create an invoice rate sheet, please follow the below guidance.
Create an invoice rate sheet
Click Settings.
Point to Finance, then point to Invoice.
Click Rate sheets, then click the plus
button.
Enter a description for your rate sheet.
Click the Revisions tab, then fill in the information.
From date | The date the rate sheet revision starts. |
Ver. | The version number of the revision. |
Reason | A description for the rate sheet. |
Split | Splits the rate if a shift spans across two different rates, for example between weekday and weekend. |
Use Start Time | The shift start time to use. |
Use Duration | The shift duration to use. |
PH Type | How to invoice a shift if it goes into or out of a public holiday. |
Break Type | The break rule to use. |
Apply rules on override | If you override a shift, it applies the same rules as the rate sheet. |
Disable Consolidation | If you consolidate shifts with the same purchase order number when planning, this disables the consolidation when calculating the invoice rate. |
Click the disk
button.
Click the arrow
button next to your new rate sheet, then click the Revisions tab.
Click the arrow
button next to the new revision, then click Details.
Click the plus
button, then enter the following information.
Service type | The type of shift or visit. |
Start time | The start time for the rate band. |
Invoice rate (Per Hrs) | The base invoice rate. |
To save, click the disk
button.
Click the Revisions tab, then click Apply?.
Allocate an invoice rate sheet
Once you complete your invoice rate sheet, you can allocate it to a service user.
Click Service User.
Point to Service User, then click Find.
Locate the service user with the drop-down filters or page numbers.
Click the arrow
button next to your service user.
Under QuickLinks, click Rate sheets.
Click the plus
button.
Enter the date the sheet is to start from.
Enter a reason or description for this rate sheet.
Click the Rate Sheet tab.
On the Invoice Rate Sheet list, select your new invoice rate sheet.
To save, click the disk
button.