If you need to charge differently for a Visit of a Service based on a specific day or time, you can enter different rates on the Bill Code to apply depending on the day, time of day, or if the day is a Holiday.
Add Time Specific Rate for a New Bill Code
To begin, go to Accounting>Accounting Settings>Bill Codes. From here, click +Add Bill Code to create a new Bill Code and define the default rate.
In the Add Bill Code dialogue, select the +Add Time Specific Rate button after adding the default rate. If you wish to override the default Bill Code rate based on the date and time of Visits, you can add as many time-specific rules as you wish.
For each Time Specific Rate, you must first enter the new rate that will apply in the Rate field. You also have the option to add a Rate ID if necessary.
Next, use the Weekdays, Start Time, and End Time fields to define the time and day constraints to determine when the rate will apply. Check the box next to Holiday if the rate should be applied on configured Holidays. These rules will allow the system to determine the correct rate when invoicing.
When you have finished, click the check mark to save the new rate.
If you have added multiple Time-Specific Rates, you can change the order in which they should apply by clicking the icon and dragging and dropping them into the desired order.
When billing a Visit, the system will check for Time Specific Rates on the matching Bill Code in the correct order to see if one of them corresponds to the Visit Start Time. If there are no matching Time Specific Rates, the default rate will apply.
When you are satisfied with the order of the Time Specific Rules, click Save to save the Bill Code setup.
You can identify a Bill Code with Time Specific Rates if a yellow warning icon appears next to the Effective Rate. Hover over the icon to see the Time Specific Rates listed in order of priority.
Add a Time Specific Rate by Editing a Bill Code
You can also add a Time Specific Rate when editing an existing Bill Code. From Accounting>Accounting Settings>Bill Codes, click Edit on the Bill Code for which you wish to add a new rate.
In the Edit Bill Code dialogue, select +Add Rate.
Note: if the rate of the Bill Code is overridden at the Client level, the Time Specific Rates of the Bill Code will be ignored and the Custom Client Bill Rate will be used when generating invoices.