Consolidated Invoicing How to add a Shift Rate Card

This guide will cover how to add a Shift Rate Card in Consolidated Invoicing on Cloud.

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

Written guide

To add a Shift Rate Card, you will want to be in the Payment Schedule tab within your chosen contract.
To start adding the Shift Rate Card, click the ‘Select Rate Cards’ button.
Here, we have different types of rate cards.
The rate cards determine the set of charges associated with a payment schedule that informs the cost of visits that are different from a basic visit.
Next, click the ‘Add Shift Rate Card’ button.
Here is the shift indicator. Click the drop down toggle to find the right indicator.
Then, enter the rate of this indicator.
You will then have 3 options – Suppliement, Multiply and Replace.
Suppliement means: add on top of already existing amount/ In this case, this would be the rate for the visit and the suppliement amount.
Multiply means: times (x) the rate amout by the already existing pay rate. For example – £25.00 (the existing payment schedule amount) x 15.00 (the rate you have just added).
Replace means: the default value by the value you add. For example, the value you replace would be the amount you put into the rate box, as seen in this guide.
Next, add a description for this rate card. This could be anything.
Enter the start and end date of the shift rate card.
Once filling out all the details, click the ‘Save’ button.