Create a Billing Rate Profile

Create a Billing Rate Profile

Summary: Define the rate structure by branch, customer type, job priority, job type, and region.

Quick answer

Set prerequisites first (Customer Types, Job Types, Income Accounts, Branches), then build the profile and add charge lines.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open **Maintain ▸ Billing ▸ Billing Rate** and choose **Branch**, **Customer Type**, **Priority**, **Job Type**, and **Region**, then click **OK**.
    media/billing-rates-create-profile-01.png

    [Insert screenshot for Step 1]

  2. Click **Add** to insert a line: select **Income Account**, enter **Amount** (flat) or **Rate** (per unit), and—if needed—configure **Commission** and **Auto Billing**.
    media/billing-rates-create-profile-02.png

    [Insert screenshot for Step 2]

  3. Repeat for all standard charges required for that region and job type.
    media/billing-rates-create-profile-03.png

    [Insert screenshot for Step 3]

  4. Use **Save As** to clone a finished structure for a new branch, customer type, or region, then adjust special charges as needed.
    media/billing-rates-create-profile-04.png

    [Insert screenshot for Step 4]

  5. Run the **Billing Rate report** to verify completeness and accuracy.
    media/billing-rates-create-profile-05.png

    [Insert screenshot for Step 5]

Confirm it worked

When you rate an order of the matching branch/type/priority/region, the defined charges appear automatically.

Troubleshooting

If charges don’t appear, verify the order’s **branch, customer type, priority, job type, and region** match the rate profile, and that **Auto Billing** is set where required.

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