Pathway: Sales > Rate Update Batch
The Rate Update Batches tool is used to mass update rates for sites by either a percentage or an entered value amount. This tool offers two options to create a batch: Site Service Batch or Site Service Charge Batch. Site Service Batch is used for sites receiving recurring services. Site Service Charge Batch is used for sites receiving one-time charges. After a batch has been created it will display on the Rate Update Batches screen. Color coding is used to identify batch status using the following colors:
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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 to permanently change the entire batch.
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Apply a Rate Change to Individual Accounts
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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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