If you want to apply different rates to different sets of clients, you create rate sheets for each of the groups of clients.
Create the Rate Sheet
Click Settings.
Click Add/Edit Rate Sheet.
Click Add.
You can either apply an exact discount percentage to your rate or you can set your discounted rate at a specific amount.
How do you want to discount your rates?
- Name the Rate Sheet. In this example, the new rate sheet is called STO15.
- Tick Use Percentage.
- Add percentage.
- Click to Save.
Link your Rate Sheet to your Rate Option
Click Settings.
Click Add/Edit Rate Option.
Select an activity.
Select the rate option.
- Select the new rate sheet.
- Save.
- Name the Rate Sheet. In this example, the new rate sheet is called STO15.
- Leave Use Percentage unticked.
- Click to Save.
Link your Rate Sheet to your Rate Option
Click Settings.
Click Add/Edit Rate Option.
Select an activity.
Select the rate option.
- Select the new rate sheet.
- Save.
Add the rates
Click on the Rate Sheet.
- Enter the rates.
- Save.
Add the rates for the rest of your activities.