Client rates

Save a client's own price for a service, so every quote and invoice for them uses it automatically.

A client rate is the price one client pays for one service. Use it when a client has a negotiated price, a long-standing rate or a contract price that differs from your price book.

Once a rate is saved, adding that service to a quote or invoice for the client uses it automatically. You don’t need to remember who gets which price, and the price book rate stays as your standard for everyone else.

The Rates tab

Open a client from the Clients page and click the Rates tab. Each saved rate shows:

Column	What it shows
Service	The service, with its unit and category
Rate	The client’s rate per unit
Markup	The markup added on top of the rate
Price book	Your standard rate and markup, with how much higher or lower the client’s price is
Last billed	What you last billed this client for the service, with the date and invoice number. Hidden on small screens.

The Rates tab appears once a client has been created, not while you’re adding one.

Add a rate

Under Add client rate, click Choose a service… and pick a service. Only active services without a rate for this client are listed.
Tillage fills in the rate and markup it would use for this client today, and says where they came from: the last billed price or the price book. Change them to the client’s price.
Click Add.

If you leave Markup empty, the client’s rate uses the price book markup for the service.

Edit a rate

Click the rate or markup and type over it. The change saves when you press Enter or click away. You can also choose Edit rate from the row’s ⋯ menu.

Remove a rate

Choose Reset to price book from the row’s ⋯ menu. The client goes back to the normal lookup: what you last billed them, then the price book rate.

See client rates from the price book

In the price book table, the Client rates column shows how many clients have their own rate for each service. Click it to see each client’s rate, and click a client to open their Rates tab.

Save a rate from a quote or invoice

When you’re building a quote or invoice for a client, you can save a line’s price as their rate in one click.

Add the service to the quote or invoice, and set the price you want.
Under the line, click Save as client rate.

Tillage saves the line’s rate and markup as the client’s rate for that service and confirms with Saved as this client’s rate. Future quotes and invoices for the client use it.

Save as client rate appears when the line uses the price you last billed the client, or a price you typed yourself. The line has to come from your price book and the document has to have a client.

How a client’s price is chosen

When you add a service to a quote or invoice, Tillage uses the first of these it finds for the client:

The client’s saved rate for the service.
What you last billed them for the service, from their most recent invoice that went to them. Draft, queued and cancelled invoices don’t count.
The price book rate, your standard price.

A note under each line shows which one it used, such as Client rate with the price book rate beside it, or Last billed with the date and invoice number. See How the price is chosen for the full list.

Saving or changing a client rate doesn’t change quotes and invoices you’ve already built. To bring a billing schedule up to date, use Update to current rates.

Override the price on one line

To charge a different price on a single quote or invoice, type the new rate or markup on that line. The line shows Custom rate, and the client’s saved rate and the price book stay the same.

To go back, click the price source under the line and choose a price in Use price from: Client rate, Last billed or Price book, whichever are available for this client.

If you change the document’s client, Tillage reprices lines that are still on an automatic price for the new client. Lines with a price you typed keep it.