RB User Guide > Setup > Service Item Master, Billing Rates & Pay Rates
Entering billing & pay rates
You can enter default rates and options for service items in the Service Item Master, then change them for specific situations by creating different rate tables with custom rates for the service items. Not all options are available to update in all tables.
Continued from:
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Set defaults
In the New/Edit window, Service Group is uneditable, and some other options might not appear or be editable.
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Service Subgroup
Editable in Service Item windows: 9. Misc. Charges Service Group only
Select an appropriate subgroup in the drop-down. (See Organizing service items.)
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Service Item
Editable in Service Item windows: 8. Attendance & 9. Misc. Charges Service Groups only
Required. Type the description to appear on invoices. The maximum length of this field is 128 characters.
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Unit Type
In Service Item windows only
Select the category in the drop-down for the billable units of this service item. RB9 prints the unit type on detailed invoices next to the number of units. Unit types are set in Lists > Accounting.
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Account No.
In Service Item windows only
Select an appropriate (revenue) account in the drop-down. Accounts are set in Chart of Accounts.
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Active
In Service Item windows only
Default is Yes. Click to select No when you no longer need to see the item in lists.
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Billing Rate
In Service Item & Billing Rate windows only
Enter the amount you charge per unit.
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Minimum Billing
In Service Item & Billing Rate windows only
Enter your minimum billing amount, if applicable.
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Pay Rate Type
Specify whether you pay resources a flat amount ($) or a percentage of what’s billed (%) for this service item.
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Pay Rate
Enter the amount (or percentage) you pay per unit.
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Minimum Pay
Enter the minimum pay amount, if applicable.
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Check options
Check the following boxes:
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Billing Rush Applicable
In Service Item & Billing Rate windows only
If the Billing Rate increases when an order containing this service item is expedited. Generally this box is not checked.
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Pay Rush Applicable
If the Pay Rate increases when an order containing this service item is expedited. Generally this box is not checked.
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Court Taxable
In Service Item & Billing Rate windows only
If the service item is a taxable court cost. (Generally, taxable court costs are awarded to the winning side in a lawsuit and are intended to defray the legal expenses of the successful litigant. Used in Texas only.)
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Sales Taxable
In Service Item & Billing Rate windows only
If the service item is sales taxable.
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Discountable
In Service Item & Billing Rate windows only
If you provide negotiated discounts for certain clients and the service item is discountable.
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Pointable
In Service Item & Billing Rate windows only
If you award clients points for ordering services and the service item is worth points. The default amount of points for any pointable service is “1.” To increase that number for any client, see Managing contacts’ award points.
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Client Of Commissionable
In Service Item & Billing Rate windows only
If you pay incentive commissions to resources who bring in their own clients and the service item is commissionable.
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Sales Rep Commissionable
In Service Item & Billing Rate windows only
If you have sales representatives (account executives) and the service item is commissionable.
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Show text on invoices
In Service Item & Billing Rate windows only
To print the Service Item Name when an invoice is printed with “no details.” If invoices are printed with details, this is ignored.
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Show amount on invoices
In Service Item & Billing Rate windows only
To print the amount when an invoice is printed with “no details.” If invoices are printed with details, this is ignored.
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Show rush text on invoices
In New Service/View Service/Edit Service panel of Turn In – Job windows only, does not appear if service’s Service Group is Original, Copy w/Original, Copy, or Additional Copy.
To print the Bill Rush Name when an invoice is printed with “no details.” If invoices are printed with details, this is ignored.
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Show rush amount on invoices
In New Service/View Service/Edit Service panel of Turn In – Job windows only, does not appear if service’s Service Group is Original, Copy w/Original, Copy, or Additional Copy.
To print the rush amount when an invoice is printed with “no details.” If invoices are printed with details, this is ignored.
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Show on web orders
In Service Item windows only
To make the service item available for clients to request when they are scheduling online using RB Connect.
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Show on web turn-in
In Service Item windows only
To make the service item available for resources to select when they are turning jobs in online using RB Connect.
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Show on production sheets
In Service Item windows only
To show the service item on production sheets. Leave blank if this item does not concern the production department.
NOTE: Need to update rates across multiple tables?
Use RB9’s Mass Update function to change billing or pay rates in multiple billing/pay rate tables at once. See Updating rates in batches.
Reference
Step-by-step instructions