Adding a customer rate

To open a new customer rate form you can either:

1. From the 'Customer & Sales' module click on 'Customer Rates List' and then 'New'.

OR

2. From the Customer Form, click on 'Actions' and select 'New Rate'.

Once you have the form open:

• Select the Customer from the drop down select list (if you opened the form from the Customer's record, the Customer name will already be selected and cannot be changed). 
• Select the service from the drop down select list.
• Enter the 'Pay Rate' and 'Bill Rate'.

When the form is complete click on 'Save'.