Setting Client Billing Rates in the Account Price List

The account Price List supports client-specific billing rates for configured items.

Customize an account rate

Open the client account and select Price List.
Locate the relevant item and review its workspace default and any existing account override.
Use the available customize or edit action.
Enter the rate using the unit shown—hourly, per unit, or flat rate as applicable.
Review the offered tax setting and select Save Rate.

Defaults and overrides

A custom rate applies to the selected account and item. Other items can remain on the workspace default. Use the reset/remove-override action when the account should return to the applicable default, and review the confirmation before saving.

Client billing versus staff pay

Client rates determine pricing charged to the client. Staff and vendor rates represent the pay or cost side and are configured separately. A change here does not imply a change to investigator pay.

Review existing invoices separately after changing pricing. Missing item configuration or billing rates can prevent source work from being invoiced; ask an authorized administrator to resolve the setup rather than choosing an unrelated item.