Difference between revisions of "General Charge Rates"

Revision as of 16:37, 17 January 2018

General Charge rates are used with the Record a Contact (time and travel) and Clubs and Clinics (Attendance, Treatments and Activities). By default your are shown a list of Active Rates only. Click the "Relist including inactive rates" button to view all.

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To edit an existing rate, click on the name of the rate. Click the "Enter new rate" button to create a new rate. Complete or edit the following fields;

Main Details

• Rate Name - The name of the rate, which needs to be clear for the user.
• Rate Description - Optional description for the administrators.
• Hourly, Fixed or Mileage Charge.
  • Hourly - Used for contact time charging (record a contact staff time).
  • Fixed - Used for Group Attendance (Clubs and Clinics), contact time charging (record a contact staff time), treatments and activities (Clubs and Clinics) and Transport/Mileage (Clubs and Clinics).
  • Mileage Charge - Used for (Clubs and Clinics Transport).
• Charge amount - The amount the rate will charge the invoice payee.
• Rate For Club/Group Attendance, Treatment, Transport or Contact Time?
  • Used for Group Attendance Charging - This is a rate for Clubs, Clinics and Groups which is for the client attendance. If selected then the following fields are not applicable; Client Mileage Rates, Standard Mileage Rates and Standard Travelling Time Rates. Also only a Fixed charge can be applied.
  • Used For Contact Time Charging - This will allow the rate to be added on Record A Contact. The 'Mileage Charge' and 'Client Not Present' fields are not applicable.
  • Used For Treatments and Activities Charging - This sets up the rate to be used with Clubs, Clinics and Groups Treatments and Activities options. Normally to invoice for attendance add-ons like Lunch etc. Travelling Charges are not applicable for this option and only a fixed amount can be applied.
  • Used for Transport / Mileage - This relates to Clubs, Clinics and Groups Transport methods. This option will allow the system to invoice a fixed amount for transport. Travelling Charges are not applicable.
• Rate Card Active - When set to yes this rate can be used. The rate is disabled when set to 'No'

Travelling Charges (Only applicable for Contact Time Charging)

• Client Mileage Rates - This field is not applicable for any configuration (this option will be removed).
• Standard Mileage Rates - This option allows for a fixed or per mileage charge, applicable to the Staff Mileage on Record A Contact.
• Standard Travelling Time Rates - This allows a fixed or hourly rate for Staff Travel Time on Record A Contact.