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Client specific rate cards
Client specific rate cards

If you have client specific rates and agreements. It's possible to create a client specific rate card.

Esther van Opijnen avatar
Written by Esther van Opijnen
Updated over a week ago

If you have client specific rates and agreements. It's possible to create a client specific rate card. To do this go to Contacts and select the client you want to set the  specific rate cards for.

Click Edit and select the tab Finance.  Here you can add client specific rates and activities. When setting up your budget for this client you can select the rates while adding time based activities. 

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