Navigation:  5 Using Total Enterprise CRM > 5.8 System administration > How to work with Admin? > How to create new billing rates?

 

Billing-rate is a configuration setting used to calculate order and invoice amounts.

To create new billing rates, follow these easy steps:

 

Step 1: Select 'All Billing Rates'

 

 

On ribbon, click the "Admin" tab.

Under Rates group, select "All Billing Rates".

 

Step 2: Select 'New'

 

 

Right click anywhere inside this window and from drop down menu, select "New"

 

Note:

You can also create a new billing-rate either by right-clicking on the billing-rate's grid and choosing "New" or by double clicking anywhere on blank area. You can also choose "New" command on quick-access toolbar.

 

Step 3: Fill the Form

 

 

Here you can enter name and amount for this new billing rate.

 

Note:

The fields marked with red star (*) at right end, indicate that these are required-fields while any other field can be left blank.

 

Step 4: Click 'Save & Close'

When you have finished to enter all the desired info,  to save this data, choose any one option on ribbon:

 

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry.