Pathway: Sales > Rate Update Batch
This tool is used to modify a batch by amount or percentage. Use export to excel to modify that way, then import back in, and then post the new batch. You can also void a batch.
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Double click selected service in the batch.
Select the services you would like to apply rate changes to in the batch.
Select the Change Type and enter an amount or percentage of the adjusted rate and select Apply to change the rates.
Select Post with applied changes . This does more than simply post the changes, it posts to permanently change the entire batch. Make sure your documentation is clear that once posted they can’t make any additional changes.
Manual Changes
Click within the New Rate field.
Add in the new rate either add amount or discount.
Post to apply the permanent changes.
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