Skip to main content

Override a pay and invoice rate

In this article, we explain how to override a pay and invoice rate.

L
Written by Lucy Robbie
Updated over a month ago

If you need to override a pay and/or invoice rate for a visit, you can do so from either the planning screen or the visit reconciliation screen.

Planning screen

  1. Click Rostering, then click Visits.

  2. Click Planning, then double-click the relevant visit.

  3. Under Service Type & rates, select the Edit Rate checkbox.

  4. Edit the existing pay or invoice rate, then select hourly or fixed from the dropdown.

  5. Click Save.

Reconciliation screen

  1. Click Finance, then click Visit.

  2. Click Reconciliation, then select the relevant employee.

  3. Select the relevant visit.

  4. Under Service Type & rates, select the Edit Rate checkbox.

  5. Edit the existing pay or invoice rate, then select hourly or fixed from the dropdown.

  6. Click Save.

Related Articles
Set duration override for invoices and payroll
An incorrect rate is showing on a visit
Create a travel rate sheet
Attach an invoice rate export format to an invoice run
Credit an invoice
Did this answer your question?