To set rate cards for your organisation, go to My Company > Rate Cards:

Now, add a new rate card:

... and give it a suitable name:

Hit the Open button to edit the rate card and add prices:

Now you can create service for the rate card so be sure to set:

  • type of billing for the service (fixed, hourly/actuals or non-billable)

  • the service and the name of that particular service

  • description, quantity and price

Of course, one rate card should have multiple services in it:

Using the same method, you can define rate cards for each client. Just go to Contacts > Companies, find the client you want and click on Rate Cards:

These prices will be visible when you're creating a new budget:

In this case ⬆️ , you can use default, company defined prices or prices created for this client.

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