Difference between revisions of "General Charge Rates"

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To edit an existing rate, click on the name of the rate.  Click the "Enter new rate" button to create a new rate.  Complete or edit the following fields;
 
To edit an existing rate, click on the name of the rate.  Click the "Enter new rate" button to create a new rate.  Complete or edit the following fields;
  
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Main Details
 
*Rate Name - The name of the rate, which needs to be clear for the user.
 
*Rate Name - The name of the rate, which needs to be clear for the user.
 
*Rate Description - Optional description for the administrators.
 
*Rate Description - Optional description for the administrators.
*Hourly, Fixed or Mileage Charge
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*Hourly, Fixed or Mileage Charge.
**Hourly - Used for contact time charging (record a contact staff time)
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**Hourly - Used for contact time charging (record a contact staff time).
 
**Fixed - Used for Group Attendance (Clubs and Clinics), contact time charging (record a contact staff time), treatments and activities (Clubs and Clinics) and Transport/Mileage (Clubs and Clinics).
 
**Fixed - Used for Group Attendance (Clubs and Clinics), contact time charging (record a contact staff time), treatments and activities (Clubs and Clinics) and Transport/Mileage (Clubs and Clinics).
**Mileage Charge - Used for (Clubs and Clinics Transport)
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**Mileage Charge - Used for (Clubs and Clinics Transport).
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*Charge amount - The amount the rate will charge the invoice payee.
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*Rate For Club/Group Attendance, Treatment, Transport or Contact Time?
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** Used for Group Attendance Charging - This is a rate for Clubs, Clinics and Groups which is for the client attendance.  If selected then the following fields are not applicable; Client Mileage Rates, Standard Mileage Rates and Standard Travelling Time Rates.  Also only a Fixed charge can be applied.
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** Used For Contact Time Charging - This will allow the rate to be added on [[Record A Contact]]. The 'Mileage Charge' and 'Client Not Present' fields are not applicable.
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** Used For Treatments and Activities Charging - This sets up the rate to be used with Clubs, Clinics and Groups Treatments and Activities options.  Normally to invoice for attendance add-ons like Lunch etc.  Travelling Charges are not applicable for this option and only a fixed amount can be applied.
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** Used for Transport / Mileage - This relates to Clubs, Clinics and Groups Transport methods.  This option will allow the system to invoice a fixed amount for transport.  Travelling Charges are not applicable.
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*Rate Card Active - When set to yes this rate can be used.  The rate is disabled when set to 'No'
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Travelling Charges (Only applicable for Contact Time Charging)
  
  

Revision as of 16:20, 17 January 2018

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General Charge rates are used with the Record a Contact (time and travel) and Clubs and Clinics (Attendance, Treatments and Activities). By default your are shown a list of Active Rates only. Click the "Relist including inactive rates" button to view all.


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To edit an existing rate, click on the name of the rate. Click the "Enter new rate" button to create a new rate. Complete or edit the following fields;

Main Details

  • Rate Name - The name of the rate, which needs to be clear for the user.
  • Rate Description - Optional description for the administrators.
  • Hourly, Fixed or Mileage Charge.
    • Hourly - Used for contact time charging (record a contact staff time).
    • Fixed - Used for Group Attendance (Clubs and Clinics), contact time charging (record a contact staff time), treatments and activities (Clubs and Clinics) and Transport/Mileage (Clubs and Clinics).
    • Mileage Charge - Used for (Clubs and Clinics Transport).
  • Charge amount - The amount the rate will charge the invoice payee.
  • Rate For Club/Group Attendance, Treatment, Transport or Contact Time?
    • Used for Group Attendance Charging - This is a rate for Clubs, Clinics and Groups which is for the client attendance. If selected then the following fields are not applicable; Client Mileage Rates, Standard Mileage Rates and Standard Travelling Time Rates. Also only a Fixed charge can be applied.
    • Used For Contact Time Charging - This will allow the rate to be added on Record A Contact. The 'Mileage Charge' and 'Client Not Present' fields are not applicable.
    • Used For Treatments and Activities Charging - This sets up the rate to be used with Clubs, Clinics and Groups Treatments and Activities options. Normally to invoice for attendance add-ons like Lunch etc. Travelling Charges are not applicable for this option and only a fixed amount can be applied.
    • Used for Transport / Mileage - This relates to Clubs, Clinics and Groups Transport methods. This option will allow the system to invoice a fixed amount for transport. Travelling Charges are not applicable.
  • Rate Card Active - When set to yes this rate can be used. The rate is disabled when set to 'No'

Travelling Charges (Only applicable for Contact Time Charging)




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