Client Management Company Rate Change Create a Rate Change - Items with % Increase
Create a Rate Change - Item Codes Method % Increase (continued)
Items
The Items form will display a list of all the recurring type Invoice Item codes, their description and an amount column that will automatically be populated with the default percentage rate that was entered on the Setup Information form. If there are Invoice Item codes that you do not want to rate increase, type in the rate of zero for these Items. You may also change the rate on any Item code to any percentage rate less than the default percentage rate. Press the Save button located at the bottom right of the Items form and re-open the batch to continue on to the Notes form.
2021
Notes
The Notes form is provided to track information regarding this rate change batch. Notes are permanent and may not be modified or deleted once saved. To enter a new note, type the note into the lower tier of the Notes form. Each note may be up to 256 characters long. When finished, press the Add Notes button located at the bottom of the form to save. Notes can be added at any time up until the time the batch is posted.