Client rates
Open Business → Clients → Rates to maintain what you charge each customer. Invoicing uses the rate that applied that day.
Outcome
You select a client, read rate history and KPIs, and add or change rates without overlapping periods or rewriting past amounts.
Who it's for
Planner / company admin / finance partner
Prerequisites
- Permission to view or manage client rates
- At least one client on the Clients list
Steps
- Open Business → Clients → Rates (management card, sidebar child, or /clients/rates). From a client row you can deep-link /clients/rates?id=….
- Choose a client if the URL did not pre-select one. Statistics and the history table stay empty until a client is chosen.
- Read KPIs (latest, average, low/high, VAT) and the history table: amount, VAT, valid from/to, status. The active rate stays open until you close it.
- Add a rate when commercial terms change: amount, VAT, dates. Close the previous open period on the change date and open a new period the same day. Do not overwrite the rate that applied that day.
- Edit only to correct the current period; the product rejects overlapping rate periods. Use chart/export when you need a visual or file for finance.
- Client rates are revenue; people rates are cost. Both use the rate that applied that day. Next in this cluster: Client qualifications.