Rate cards
A rate card lists your services with their hourly rates. When time is billed, each entry is valued at the first rate that applies.
Create a rate card
Section titled “Create a rate card”- Open Settings → Rate cards and click New rate card.
- Name it, for example “Standard 2026”, and Add service for each service with its rate.
- Save, and assign the rate card to projects or clients.
Which rate applies
Section titled “Which rate applies”| Order | Source | Where it is set |
|---|---|---|
| 1 | Captured rate | The rate stored on the time entry when it was logged |
| 2 | Service rate | The rate card’s rate for the entry’s service |
| 3 | Person rate | The member’s Hourly rate under Settings → Members |
| 4 | Project rate | The rate on the project |
The Bill project wizard shows which source each line used, and Mixed rates where lines differ.
Catalogue
Section titled “Catalogue”Settings → Catalogue holds the services and products you add to quotes and invoices with Add from catalogue…, with their default prices and VAT rates.