Set a Default Rate for Invoices

Each participant can have a default rate charged to their account. When you assign a default rate in the participant account record, invoices created for that participant default to this rate.

  1. From the menu to the left, click Accounting/EasyPay.
  2. Click Accounts. The Participant Account Details page opens and displays information for the last participant you viewed.
  3. Click the drop-down menu at the top of the page and select the participant to update.
  4. In the Default Rate section, click the $ box and enter the base charge.
  5. Click the Per drop-down menu and choose from the following:
    • Hour
    • Half Day
    • Day
    • Week
    • Two Weeks
    • Month
    • Attendance
  6. Click Save.