For clients that receive a rate other than your default rate (discounts, sliding scale, etc.) you can assign a non-default rate to those specific clients so invoices for sessions booked for or by those clients will automatically reflect the assigned rate instead of the default.
Note: You must first have all appropriate rates added in the Rates area prior to assigning a non-default rate to an individual.
ON THIS PAGE:
•Assigning a non-default rate to a specific client
•Disabling rates for a specific client
•Troubleshooting Client Rates
How to assign a non-default rate to a specific client:
1. Select the Clients icon, and then click on the desired client’s name from the Active clients list.
2. Click on the Rates tab to open the client's rates page.
3. Use the drop-down menus at the right to select the appropriate alternative Rate for that service for the that client.
Note: You must have rates added to your account before you can select them from the drop-down list. For Instructions on how to add rates Click Here.
5. Click the Save Rates button.
How to disable rates for a specific client:
For clients who should not be charged for sessions (no invoice should be created)
1. Select the Clients icon, and then click on the desired client’s name from the Active clients list.
2. Click on the Rates tab to open the client's rates page.
3. Click the Disable Client Rates button.
Note: You can re-enable the client's disabled rates by clicking the Re-Enable Client Rates button.
Troubleshooting Client Rates:
Common issues with client rates
Invoices showing $0 instead of established rate:
If invoices are being prepopulated with $0 instead of one of your saved rates it means you have either:
1. No default rates assigned to a Rule
2. More than one default rate assigned to a Rule
Go to Practice > Rates and look to make sure you have one (and only one) default rate assigned to each rule.
Invoices showing the wrong rate for a client:
First check the client's assigned rates (click the Rates tab in the client's chart) to see if the client has been assigned an alternative rate. If the rate assigned is the wrong rate for that client, select the appropriate rate from the rate dropdown menu for the appropriate rule, then click Save Rates.
If the client is not assigned an incorrect rate, it means you have either:
1. No default rates assigned to a Rule
2. More than one default rate assigned to a Rule
Go to Practice > Rates and look to make sure you have one (and only one) default rate assigned to each rule.
