Billing Levels
If your firm is using Phase Tracking they will also have the option to add Billing Levels.
Adding Billing Levels
Step 1:
In System Settings, select Billing from the Staff & Teams tab.
Only System Admins will have the ability to access the System Settings.
Step 2:
Select Add New Billing Level
Fill in the name of the level and the rate.
Step 3:
Select Save to see your new Billing Level added to the list.
You can have a maximum of 10 billing levels
Assigning Billing Levels
Once you have created your Billing Levels you'll need to assign them to your staff.
Step 1:
Back on the Staff tab, click on the Edit button to the left of the staff member you would like to assign a Billing Level to.
If you assign a Billing Level to a user, it will override any Hourly Billing Rate that was previously set.
Step 2:
Toward the bottom of the card, use the drop-down menu to select the desired Billing Level for this user.
Deleting Billing Levels
You might have noticed that you can not delete Billing Levels - only set them to inactive. There are 2 reasons for this.
Reason 1:
This is to ensure that anyone who hasn’t been re-assigned to a new billing level doesn't go unbilled for projects that are still currently using the previous billing levels. Billing levels are imported into projects when created to allow the setting of specific rates and if we removed them that would cause issues.
Reason 2:
This ties into Reason 1, in that it allows us to preserve historical data for older projects, it helps it to make more sense why there’s an “Executive level” in this old project and not in newer projects to be able to see it was deactivated.