Create or choose a rate card

Rate cards define the pricing schedule. How much clients pay for a set number of hours.

Overview

Most clients use a standard rate card (for example, the current yearly card).
Create a custom rate card only when a client has negotiated different pricing.

Steps

1. Open the Rate Cards page
   • Go to Client Rate Cards.
2. Choose one of two paths
   • Use an existing rate card – recommended in most cases.
   • Create New Rate Card – for bespoke arrangements.
3. To create a new card
   • Go to Client Accounts > Employee Rate Cards and click Create Rate Card enter:
     • Name: e.g. 2025 Custom 50 Hours.
     • Start Date: when this pricing becomes valid.
     • Hourly Rate: e.g. 50 hours = £100 000.
     • Currency: the currency you would like the client invoice to be issued in.
4. Save
   • The new rate card appears in the list and can be linked through the rate schedules.

Best practices

• Avoid creating duplicate cards for standard pricing — reuse existing ones.
• When prices change annually, create the next year’s card once and reuse it across clients.
• Custom cards should clearly include the client name or context in the title for traceability.