RB User Guide > Setup > Billing Rate Group

Creating billing rate groups

It is not unusual to have more than 100 billing rate tables in your RB9 system to accommodate different clients’ needs, contract terms, and third-party requirements. To minimize the time it takes to locate a particular rate table when billing, organize your rate tables into logical groups called Billing Rate Groups. Then when billing, you only have to scroll through the rate tables in one of these groups, instead of your entire list of rate tables.

  1. Setup > Lists > Accounting
  2. Click Billing Rate Group.
  3. You can create new groups, edit, delete or merge groups, except the “Standard” Billing Rate Group, which is included in RB9 and cannot be deleted or merged. For how to set up billing rate groups, see Customizing lists.
TIP: Set up groups based on client/case pricing

Rates charged to your average clients (known as rack rates) should be in rate tables in the Standard Billing Rate Group. If you have a client (or case) that requires special pricing, create a new billing rate group first. Then connect the client (or case) to that billing rate group. See Setting up billing rates.

NEXT: Add billing rate tables to billing rate groups

After you have set up your billing rate groups, you can add billing rates in tables attached to a billing rate group. For each billing rate group, create as many billing rate tables as you need.

Reference
Step-by-step instructions