You can update the charge rate sheet on a client order whenever rates change or a different rate setup is needed.
To change the charge rate sheet, follow these steps:
Click Client.
Click on the client.
Click Orders.
Choose the order from the drop‑down menu.
Click Rate sheet.
Click Change next to Charge rate sheet.
Choose the new rate sheet.
Click Select.
Click Save changes.
📌 Note: There’s currently no report that lists all clients and their assigned rate sheets.