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Consolidated Invoicing How to add a Date Rate Card

This guide will cover how to add a date rate card in Conslidated Invoicing on Cloud.

Please follow the interactive guide below, a written guide is also available at the bottom of the page.

Written guide

  1. In the Consolidated Invoicing dashboard, click the ‘Visit’ button under contracts. 
  2. Next, click the ‘view Contracts’ button. 
  3. Then, select the ‘Payment Schedule’ tab.
  4. Click the ‘View Rate Card’ button. 
  5. Then, select the ‘Date Rate Cards’ tab. 
  6. Click the ‘Add Rate Card’ button. 
  7. A Date Rate Card means = The rate changes on specific days. For example – a bank holiday. 
  8. Select the date you wish to add an additional cost. 
  9. Add the additional rate. 
  10. You can also add a description to this rate card. 
  11. Then, click the ‘Save’ button once entering all the details. 
  12. You’ll then be able to see your completed date rate card here.