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 relevant information.To save, click
.Click the Revisions tab, then click Apply?.
From date | The date the rate sheet revision starts. |
Ver. | The version number of the revision. |
Reason | A description for the rate sheet. |
Split | Splits the rate if a shift spans across two different rates, for example, between weekday and weekend. |
Use Start Time | The shift start time. |
Use Description | The shift duration. |
PH Type | How to invoice a shift if it goes into or out of a public holiday. |
Break Type | The break rule to use. |
Apply rules on override | If you override a shift, it applies the same rule as the rate sheet. |
Disable consolidation | If you consolidate shifts with the same purchase order number when planning, this disables the consolidation when calculating the invoice rate. |
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.