Project rates

Set special rates for your project to be used for quotes, invoices and jobs

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

Project rate quoting is part of the project management feature.
Note: If you want to take advantage of this feature and enable project management in your account, please contact the team to discuss upgrading your plan.ย  If you already have project management up and running here is how you apply rates.

Set rates for items on your project

1. Open your project and click on the rates tab.
2. Add product and service items from you inventory
3. Set the rates to be used for these items on this project
4. Click save to save the rates

5. When you create a quote, invoice, purchase order or job on this project pricing for these items will be taken from the project rates.


Set rates for an account customer
Set rules for overtime penalty rates on the account customer or project

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