Organization owners can set different pay rates and bill rates per user on both the organization and project levels. Setting rates on the organization level would apply the same rate across all projects while setting rates on the project level will apply that rate on the specific project. This is especially useful when certain projects are billed using a different rate.
Please follow these steps to learn how to set pay and bill rates.
- How to set up pay and bill for your team across the entire organization
- How to set up pay and bill rates for your team on a per project level
How to set up pay and bill rates for your team across the entire organization
Step 1
Select the Members option from People section on the main navigation menu.
Step 2
Hover your cursor over the Payment column, against the relevant user, and click the pencil icon.
Step 3
A new page will pop-up, where you can edit the pay rate and billing rate for your team member.
Enter your team member’s hourly rate into the pay rate field. Enter the rate you wish to use for invoicing purposes in the bill rate field. This is the amount you would use to bill clients.
Once done, don’t forget to click Save to confirm your changes.
How to set up pay and bill rates for your team on a per-project level
Once a project is given a specific rate that will override the rate added on the Members page.
Step 1
Select the Projects option from the Project Management section on the main navigation menu.
Step 2
Click the name of the project on where you want to add/edit the rates.
Step 3
Hover your cursor over the Pay rate/Bill rate column, against the relevant user, and click the pencil icon.
Step 4
This will reveal a popup window, where you can edit the pay rate and billing rate for your team member.
Enter your team member’s hourly rate into the PAY RATE field. Enter the rate you wish to use for invoicing purposes in the BILL RATE field. This is the amount you would use to bill clients.
Once done, don’t forget to click Save to confirm your changes.
