Setting separate Pay rates/ Bill rates for a user on different projects

Question:

Is it possible to have one rate that I pay to my workers and another for invoicing clients?

Answer:

Yes, you can set both pay and bill rates for every member in your organization. It is also possible to have a separate pay and bill rate defined on a project level for each user.

Please follow these steps to learn how to set pay and bill rates.

How to set up pay and bill rates for your team across the entire organization

Step 1

Select the Members option from the main navigation menu.

Step 2

Hover your cursor over the Payment column, against the relevant user, and click the pencil icon.

Step 3

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 in to 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

If you wish to override the pay and bill rates set at the Members level, you can specify per project rates.

Step 1

Select the Projects option from the main navigation menu.

Step 2

Click on the name of the project you wish to edit the rates for.

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 in to 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.

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