This article will show you how to create a Project - Hourly Rate contract based on a set hourly rate. This contract is used when you want to charge a customer a set hourly rate for work, on a specific project.
Note: This type of contract can only be used once for invoicing. If you wish to set up recurring Hourly billing, please create an Hourly-type contract.
- Contract Type
- Price Per Hour
To create a Project - Hourly Rate contract, follow the steps below:
|1. From the left-hand panel click Customers.|
|2. Then select the required customer. The Customer page appears.|
|3. Click Create Contract. The Add Contract Page appears.|
|4. Enter the contract header details:|
Optional to check:
|5. Select the Contract Type Project - Hourly Rate|
6. Select the Price Per Hour.
|Note: If you have not yet set up the rate type required you can do this now by clicking Add Rate.|
|7. Select the Overage Rate if required.|
|Note: Overage Rates are the rates charged when the customer exceeds the expected number of hours included in the original contract scope.|
|8. Select the SLA Plan.|
|9. Enter any contract Notes if needed.|
|10. Click Save.|