Skip to main content

Create a rate sheet

In this article, we explain how to create a rate sheet in setup.

Written by Emma Ianson

A rate sheet lets you set up charge or pay rates for invoicing or payroll.

To create a rate sheet, follow these steps:

  1. Click Setup.

  2. Click Rate sheets.

  3. Click New rate sheet.

  4. Enter a name for the rate sheet.

  5. Choose whether it’s charge or pay.

  6. Click Add under Date from.

  7. Add the correct products.

  8. Set the days, times, and rates.

  9. Click Save Changes.

Did this answer your question?