Pathway: Sales > Rate Update Batch
Whatever description you end up with for the other article, copy/paste it here and follow it with this sentence -->This article details the process of updating rates after a batch has been created. 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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Apply a Rate Change to Multiple Accounts
Image first, steps below. for the Image, you can use one similar to the one you have below but instead have the Change, Amount and Apply fields outlined.
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 to permanently change the entire batch.
Individual Rate Changes
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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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