To create an invoice rate sheet, please follow the guidance below.
Create an invoice rate sheet
Click Settings.
Click Finance, then Click Invoice.
Click Rate sheets, then click the plus
Enter a Description and Apply Rates Status for your rate sheet.
Click the Revisions tab, then fill in the information as shown in the table below.
Click Save
Click the arrow
next to your new rate sheet, then click the Revisions tab.Click the arrow
button next to the new revision, then click Details.Click the plus
then enter the following information
To save, click
.Click the Revisions tab, then click Apply?.
Allocate an invoice rate sheet
Once you complete your invoice rate sheet, you can allocate it to a service user.
Click Service user.
Click Service User, then click Find.
Find the service user.
Click the arrow
next to your service user.Click Service funders
Click the arrow
Click Rate sheets
Click the plus
button.Enter the date the sheet is to start from.
Enter a reason or description for this rate sheet.
Select your new invoice rate sheet.
Click Save.