Invoicing Rate Groups

When using discipline-based invoicing, every time record being invoiced is ran through the rate matrix and compared to each first level node in the matrix until a match is found. When a match is found the matrix will then start looking at the node properties. The search progresses down the matrix until no more matching nodes are found.

When you select a node in the matrix its properties are shown in the properties pane.

The list of Invoicing Rate Groups are maintained here.

Settings > Invoicing Rate Groups

The link will open the Invoicing Rate Groups grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Invoicing Rate Group click New , to edit an existing Invoicing Rate Group click Edit . A pop up window will appear which will allow the creation or amendment of a Invoicing Rate Group.

Click to view - Invoicing Rate Groups Fields and Descriptions

Field Name	Description
Name	The name of the Invoicing Rate Group.
Description	The description of the Invoicing Rate Group.

Complete the fields and click Save . Once the Invoicing Rate Group header has been completed and saved an additional icon will appear, click Rate Matrix . A pop up window will appear that allows the creation of a rate matrix.

The left window of the Discipline matrix shows the palette which contains the types of node that can be used. The top right window shows the Discipline Matrix. The bottom right window allows the nod properties to be set.

Concept Evolution will work through the matrix looking for matches e.g. was the Task completed by a Mechanic on a Monday between 09:00 and 17:00.

If the answer to any of the above is Yes Concept Evolution will look to the node properties to associate costs.

Concept Evolution will continue to work down the Discipline Matrix tree until no more matches are found.

Click to view Node definitions

Icon	Node	Description
	Disciplines	Used to match Time Records for Resources with a particular Discipline.
	Day of the week	Matches Time Records occurring on a particular day of the week. Once the node has been dragged into the matrix click within the node properties to set the required days of the week.
	Time of day	Matches Time Records occurring within certain times of day. Once the node has been dragged into the matrix click within the node properties to set the required times of day.
	Periods	Specifics a Time Period which will be billed at a special rate e.g. charge a higher rate for the first hours work, multiple nodes of this type may be specified, they will be applied sequentially. Once the node has been dragged into the matrix click within the node properties to set the period.
	Specific Dates	Matches Time Records occurring on specific dates, this node can be used to set up special rates for bank holidays. Once the node has been dragged into the matrix click within the node properties to set the specific dates.
	Priorities	Matches time records to Priority.
	Instructions	Matches time records to Instruction Sets.
	Assignment Types	Matches time records to Assignment Types.
	Statutory Holiday Groups	Matched time records to Statutory Holiday Groups.

Click to view Node Property definitions

Node Property	Description
Rate	The base hourly rate for Time Records matching the node. For period nodes this value is the amount charged for the period.
Whole Period	If ticked the rate is charged fro the whole period rather than being charged pro - rata.
Period Length	The length of time in minutes of a period.
Call Out	A flat fee added to any matching tasks. At most one call out fee is added per Time Record

Once the Invoicing Rate matrix is completed it can be referenced to generate sales invoices. Invoices can now be generated using a task based Sales Invoicing Rule Group