Work with the billing rates list

This article covers how to search, filter, sort, and manage your billing rates list . To view all your billing rates, go to Billing > Services > Team members billing rates.

Work with the billing rates list

The Team members billing rates page lets you manage your billing rates list by searching, filtering, sorting, and customizing the table to find the rates you need.

Search for billing rates

To find a specific billing rate, type a keyword in the search field, then press Enter on your keyboard. Click X in the search field to clear it.

Filter the billing rates list

You can narrow down the billing rates list by the services included in a rate or by the team member a rate is applied to. Click Filter above the list, then select one of the available filters:

• Services: Select one or several services. The list is filtered to show only billing rates that include the selected services.
• Team member: Select one or several team members. The list is filtered to show only billing rates applied to the selected team members.

If no billing rates match the selected team member, the list appears empty.

Sort the billing rates list

To sort billing rates by name click the up-down arrows next to the Name column. The sorting option can also be applied after searching or filtering billing rates.

Customize columns

You can customize your billing rates list in various ways: enable, disable, and move columns to your liking. To do this, click the gear icon at the top right of the table. Here, you can select the columns you want to be displayed and change their order. You can disable only the Service and Team member columns.

After clicking Apply, the table will be rebuilt with the new settings. Click Reset to restore all columns.

For a full list of available columns, see billing rates list columns below.

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Reference: billing rates list columns