How to set different pay rates/ bill rates for users assigned on different projects?

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 to 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 rates for your team across the entire organization

Step 1

Select the Members option from People section on the main navigation menu.

menu people members

Step 2

Hover your cursor over the Payment column, and click the pencil icon beside the user which rates will be added or updated.

members

Step 3

A new page will pop up, where you can edit the pay rate and bill rate of your team member.

rate

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

The pay rate and bill rate added on the Members page is the default rate of the user if no rates are added on specific projects.
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.

project

Step 3

Hover your cursor over the Pay rate/Bill rate column, and click the pencil icon beside the user which rates will be added or updated.

projectrate

Step 4

This will reveal a popup window, where you can edit the pay rate and bill rate of 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.

rateinput

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