How to change a rate on an agreement
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The written steps below already work. Come back to watch it.
How to change a rate on an agreement. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open the agreement and go to the Rates tab. It shows each item's Catalogue rate, Current rate and Rate history.
- In the form choose the Item, enter the New rate (per billing cycle of this agreement) and Effective from.
- Press Add rate change.
Tip
The new rate applies from the effective date onward and partial cycles are prorated by day, so a mid-cycle change is split correctly. If the date is in the past, the next run bills the difference as an Adjustment. The change is noted on the agreement and creates a new version sent to the customer to sign. Allowed for Owner / Administrator, Office Manager, Accounts & Billing and Sales & Estimating. The catalogue rate itself is not changed.