ChronoBeans lets you control client rate options easily. Use default billing rates or setup special rates for a client using the Client Maintenance screen.
Your default Billing Rate settings will show up automatically when you set up a new client. If you have not set default Billing Rate, go to ChronoBeans Administration/Admin/Application Controls. See Application Control Preferences post
It is easy to set a special Billing Rate for a client
In the ChronoBeans Administration screen, select ‘Client’ and you will see the menu options below.
Choose Add New Client or Edit Client and the ‘Client Maintenance’ screen will appear.
- Under Client Contact information you will see Billing Rate Options.
- Billing Rate options.
- Your default Billing Rate settings will show up automatically in this area. You may change your hourly and daily rate in the fields provided. If you have not set default Billing Rate, go to ChronoBeans Administration/Admin/Application Controls. More info here: Application Control Preferences
- You may also enter a Monthly fee for services that you perform each month for a client. Examples include: Administration fee, Maintenance fee, Retainer, etc. This monthly fee will automatically post on the first of each month for the selected client IF an amount is entered into this field. The default is ‘0’.
