Set a Default Rate for Invoices

Each participant can have a default rate charged to their account. When you assign a default rate in the participant account record, invoices created for that participant default to this rate.

  1. From the menu to the left, click Accounting.
  2. Click Accounts. The Participant Account Details page opens and displays information for the last participant you viewed.
  3. Click the drop-down menu at the top of the page and select the participant to update.
  4. In the Default Rate section, click the $ box and enter the base charge.
  5. Click the Per drop-down menu and choose from the following:
    • Hour
    • Half Day
    • Day
    • Week
    • Two Weeks
    • Month
    • Attendance
  6. Click Save.

Can't find an answer?

Submit a ticket here and our staff will get back to you shortly.

Support Hours:

M-F   9AM - 5PM CT