Setting Default Bill Rates and Pay Rates for Customers
You can set default pay and bill rates when creating a new worker type for a customer.
Steps:
- In the navigation menu, go to People > Customer.
- Select the customer you want to update.
- Click the Add Worker Type tab.
- From the dropdown, select Create New Worker Type.
- Choose a category and enter the name of the new worker type.
- Set the Default Pay Rate and Default Bill Rate.
- Click Save.