This guide provides instructions on setting billing rates in MinuteDock, including how to customise rates for Contacts, Projects, Tasks, and Users.
💡Tip: Rate priority in MinuteDock goes: Task rate → Project rate → Contact rate → User default rate → Account default rate.
A Task rate always takes precedence when assigned to a Time Entry.
Setting billing rates for Contacts
Customise the billing rate for each of your Contacts to override default User rates on a per-client basis.
Access Contacts: Navigate to Contacts in the main menu and find or add the Contact.
Edit Contact settings: Hover over the relevant Contact and click the edit button to open settings.
Enable billing: Check the Billable option. (Note: Contacts must be billable to be invoiced.)
Specify rate: Choose Specify a Contact rate from the dropdown and enter the hourly rate.
Default rate option: Alternatively, select Use User's default rate to apply the User's configured rate.
Select currency: Choose the currency for billing the Contact.
Setting billing rates for projects
Customize billing rates for Projects to handle different client rates per job.
Access Projects: Navigate to Projects in the main menu and find or add the Project.
Edit Project settings: Hover over the relevant Project and click the edit button to open settings.
Enable billing: Check the Billable option. (Note: Projects must be billable to be invoiced.)
Specify rate: Choose Specify a Project rate from the dropdown and enter the hourly rate.
Default rate option: Alternatively, select Use Contact's default rate to apply the Contact's billing settings.
ℹ️ Note: Project rates will override Contact rates but can be overridden by Task rates for any Time Entry.
Setting billing rates for Tasks
Assign a specific rate for each Task, which overrides Contact, User, and Project rates.
Access Tasks: Navigate to Projects in the main menu, then click the Tasks sub-tab, and find or add the Task.
Edit Task settings: Hover over the relevant Task and click the edit button to open settings.
Enable billing: Check the Billable option. (Note: Tasks must be billable to be invoiced.)
Specify rate: Choose Specify a Task rate from the dropdown and enter the hourly rate.
Default rate option: Alternatively, select Use Project or Contact's default rate to apply the billing settings of the assigned Project/Contact.
⚠️ Important: Task rates have the highest priority and will override Project, Contact, User, and Account default rates for any Time Entry.
Setting billing rates for Users
Configure default User rates or specify rates for Contacts, Projects, or Tasks.
Access Account Settings: Click Account at the top right of the page, then navigate to Team.
Manage User Settings: Click Manage next to the User's name to edit their settings.
Set hourly rate: In the hourly rate section, click Manually set and enter the User's rate.
Default rate: This will be the default rate unless overridden by specific Contact, Project, or Task rates.
💡Tip: User default rates serve as the baseline rate when no specific Contact, Project, or Task rates are set.
User-specific rate overrides
You can set a custom rate for a specific User on a Contact, Project, or Task. This sub-override only applies when that User logs time to that Contact/Project/Task and is the most specific kind of rate.
The general rate priority (Task > Project > Contact > User default > Account default) still applies, but the User specific rate
Set User's rate: When editing a Contact, Project, or Task settings, click Set a user's rate under the Billable section.
Select User: Choose the User from the dropdown menu.
Enter rate: Input the hourly rate for the User.
ℹ️ Note: You can add multiple User rates for the same Contact, Project, or Task. A rate you set for a specific User on a Contact/Project/Task will take priority over the default rate on that Contact/Project/Task.
A User specific Task rate is the highest possible priority you can set.