# Client rates

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

- URL: https://tillage.ai/docs/clients/client-rates
- Section: [Clients](https://tillage.ai/docs/clients)
- Updated: 2026-11-03

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](https://tillage.ai/docs/quotes/service-library).

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

1. Under **Add client rate**, click **Choose a service…** and pick a service. Only active services without a rate for this client are listed.
2. 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.
3. 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.

1. Add the service to the quote or invoice, and set the price you want.
2. 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:

1. **The client's saved rate** for the service.
2. **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.
3. **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](https://tillage.ai/docs/quotes/service-library#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](https://tillage.ai/docs/invoices/billing-schedules#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.

## Related

- [Price book](https://tillage.ai/docs/quotes/service-library)
- [Itemized line items](https://tillage.ai/docs/quotes/itemized-line-items)
- [Clients and contacts](https://tillage.ai/docs/clients/clients-and-contacts)
- [Billing schedules](https://tillage.ai/docs/invoices/billing-schedules)

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