Here’s how to set up a selling rate to a service. This option therefore configures this default rate for all your projects. If you want to set a single rate for a project, you are in the wrong place. Instead, head to this page .
Three steps are necessary to configure this default rate for your services.
We start by clicking on configuration in the top menu bar.
To access the list of services, click on “Services” in the left sidebar.
You will then see your list of services. Just click on the one you want to add a default hourly rate to modify it. Once in the service update sheet, all you have to do is add the amount you want to charge for this service. In the case below, the “administration” service is billed to clients for $ 30 per hour. So every time an employee uses this service in the timesheet, Collabox will automatically calculate the associated amount. Your reports, but also your invoicing will be adjusted.
You don’t charge the same hourly rate per service to all your clients? You can modify it especially for a project. It’s simple, just follow the steps. If you just want to set up a default rate, go to this page which provides all the explanations.
The first step is to obtain the project file. To do this, click on “Configuration” in the top menu bar.
Then, you access the list of projects by clicking on “Projects” in the left sidebar.
Finally, we click on the project we want to modify. In the following example, this is the ABC Construction Spring 2007 Campaign.
Once in the project file, you must click on the “Rate” tab.
You will then be automatically redirected to the rates page specific to this project. On this page, you can modify the rates for your employees as well as for the services.
The last step is pretty straightforward, just enter the amount you want to charge your client on that particular project. Don’t forget to save the change by clicking on “Save” at the bottom of the page. DIn the example below, we change the hourly rate for the “Brainstorming” service from $ 40 to $ 75 per hour.
Once the hourly rate is adjusted, it will be accounted for correctly during your invoicing, but also in the display of reports. To do this, you must first click on “Reports” in the top menu bar.
Then you have to go and find the reports associated with the projects by clicking on “Projects” in the left sidebar.
Finally, you must select the options “Selling price” and “Calculate the amounts according to the service rate”. Collabox will then display the report summarizing your projects according to the new service rates that you have established.
