> ## Documentation Index
> Fetch the complete documentation index at: https://beebole.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing rates: turn tracked time into revenue

> Set billing rates in Beebole at the organization, tag, project, or person level and turn tracked hours into billable amounts in reports.

Beebole's billing rates turn tracked time into revenue figures. You define what an hour, a day, or a piece of work is worth, and Beebole calculates billable amounts from the time your team logs — ready to analyze in reports and to measure against budgets.

<Info>
  Billing rates are available on paid Beebole plans. Who can view and edit them is controlled by the **Billing rates** permission — see [Roles & permissions](/help/documentation/roles-authorisations).
</Info>

<div style={{position: "relative", paddingBottom: "calc(64.2075% + 41px)", height: "0px", width: "100%"}}>
  <iframe src="https://demo.arcade.software/3wV0eVBMv1hSdDc0Ix66?embed&embed_mobile=tab&embed_desktop=inline&show_copy_link=true" title="Manage Costs and Billing Rates" frameBorder="0" loading="lazy" allowFullScreen allow="clipboard-write" style={{position: "absolute", top: 0, left: 0, width: "100%", height: "100%", colorScheme: "light"}} />
</div>

***

## Billing methods

Each billing rate uses one of four methods:

| Method           | What it means                                                     |
| ---------------- | ----------------------------------------------------------------- |
| **Hourly rate**  | A fixed amount per hour worked                                    |
| **Daily rate**   | A fixed amount per day worked                                     |
| **Fixed fee**    | A flat amount, regardless of time spent — optionally repeating    |
| **Non-billable** | No billing amount is calculated for the time covered by this rate |

***

## Where to set billing rates

Billing rates live in the **Billing** section of the organization, tag, project, or person settings panel. You can set them at four levels: organization, tag, project, and person.

| Level            | Typical use                                                                          |
| ---------------- | ------------------------------------------------------------------------------------ |
| **Organization** | A company-wide default rate                                                          |
| **Tag**          | A default for everything under the tag — a department or a client group, for example |
| **Project**      | A rate negotiated for one project, including its subprojects                         |
| **Person**       | A rate tied to one person, such as a contractor                                      |

To open the **Billing** section at each level:

* **Organization** — click the button with your initials at the bottom of the sidebar, then go to **Settings** > **Account Settings**.
* **Tag** — click **Tags** in the sidebar, then the tag's name.
* **Project** — click **Projects** in the sidebar, then the project's name.
* **Person** — click **People** in the sidebar, then the person's name.

### Adding a billing rate

<Steps>
  <Step title="Open the Billing section">
    In the settings panel, scroll to **Billing**.
  </Step>

  <Step title="Add a rate">
    Click **Add** to create a new billing rate.
  </Step>

  <Step title="Set the start date">
    Pick the **From** date — the date the rate takes effect.
  </Step>

  <Step title="Choose the method and amount">
    Select a **Billing method** and enter the **Amount** with its currency. Changes are saved automatically.
  </Step>
</Steps>

<Info>
  Rates set on the organization or on a tag cascade down: a project or person without its own rate shows the rate it inherits. Adding a rate directly on the project or person overrides the inherited one.
</Info>

***

## Which rate applies to a time entry

When several billing rates could apply to the same time entry, the most specific rate wins. For each entry, Beebole looks for a rate in this order:

1. **The project the time was logged against** — starting at the deepest subproject and walking up the project hierarchy.
2. **The person who logged the time** — used when no project in the chain has a rate.

Rates inherited from tags or from the organization count as the rate of the project or person they cascade to, so a company-wide default still applies through this same lookup. Billing rates cannot be set directly on a task; time tracked on a task is billed through the project and person rates above.

***

## Rate splits

With an **Hourly rate** or **Daily rate**, you can replace the single amount with a separate amount per person or project. The split options are:

* **No split** — one amount applies to everyone.
* **Split by persons** — a separate amount for each person you add to the list. Available on organizations, tags, and projects.
* **Split by projects** — a separate amount for each project you add to the list. Useful on a person or tag whose work is billed differently per project.

Each row in a split has its own **Amount**, and a **Non-billable** checkbox to exclude that person or project from billing entirely.

***

## Changing rates over time

Each billing rate has a single **From** date. The rate applies to time entries dated on or after that date, until a rate with a later **From** date takes over. To raise a project's rate from January 1, add a new rate starting January 1 — entries before that date keep the old rate, with no recalculation needed.

You can also click **Duplicate** inside a rate card to copy an existing rate as the starting point for the new one.

***

## Recurring fixed fees

A **Fixed fee** applies once. To bill it repeatedly — a monthly retainer, for example — turn on **Repeat** in the rate card and choose how often it recurs: **Every** 1 or more days, weeks, months, or years. Choose **End** to stop the repetition on a given date, or **Do not end** to let it run indefinitely.

***

## Billing in reports

Tracked time is multiplied by the resolved rate and shown in [reports](/help/documentation/reports). In a [custom report](/help/documentation/custom-reports), add the **Billing** column to see billable amounts, and group by project, person, tag, or period to analyze revenue from any angle. When [cost rates](/help/documentation/costs) are configured too, the **Margin** column shows billing minus cost.

***

## Related content

<CardGroup cols={2}>
  <Card title="Cost Rates" icon="coins" href="/help/documentation/costs">
    Track what the same work costs you internally and measure margins.
  </Card>

  <Card title="Budgets" icon="chart-pie" href="/help/documentation/budgets">
    Set billing, cost, and hours targets on projects and monitor progress.
  </Card>

  <Card title="Custom Reports" icon="table" href="/help/documentation/custom-reports">
    Build reports with billing and cost columns, grouped and filtered your way.
  </Card>

  <Card title="Projects" icon="folder-tree" href="/help/documentation/projects">
    Create and organize the projects and subprojects your team bills time to.
  </Card>
</CardGroup>

## Frequently asked questions

<AccordionGroup>
  <Accordion title="What happens if no billing rate is set?">
    Beebole calculates no billing amount for that time. The hours still appear in reports, but the **Billing** column stays empty for those entries until a rate at some level applies to them.
  </Accordion>

  <Accordion title="Can I bill the same person at different rates on different projects?">
    Yes. Set a billing rate on each project — project rates take priority over the person's own rate in Beebole. On a single project, use **Split by persons** to give each team member their own amount.
  </Accordion>

  <Accordion title="Can I set a billing rate on a specific task?">
    No. In Beebole, billing rates are set on the organization, tags, projects, and people. Time tracked on a task is billed through the rate of the project it was logged against, or the person's rate.
  </Accordion>

  <Accordion title="How do I change a rate without affecting past entries?">
    Add a new rate with a **From** date set to when the change starts. Beebole applies each rate only to time entries dated on or after its From date, so earlier entries keep the previous rate.
  </Accordion>

  <Accordion title="How do I mark work as non-billable?">
    Choose the **Non-billable** billing method on the relevant project, person, or tag, or tick the **Non-billable** checkbox next to a person or project inside a rate split. Beebole then calculates no billing amount for that time.
  </Accordion>
</AccordionGroup>
