How do I work with rate levels?

Rates

Add rate levels to a rate. Use a rate level to calculate a different billing amount or rate for a given quantity. Click this link to see an example.

Defining a rate with a single level

1. Open Connect Business License > Organization > Rate.

2. Use the Rate box to enter a rate name or number, and then click Enter.

3. In the Rates section, leave 999,999,999.00 in the Level box as the default value.

Level

4. Use Amount/Rate box to enter a value.

Amount/Rate box

5. Use the Type list to select an option.

If you entered an amount in the Amount/Rate box, select Amount. If you entered a rate in the Amount/Rate box, select Rate.

Type list

6. Click Save (CTRL+S).

The level is saved.

 

Adding a level that calculates an amount/rate to an existing rate

1. In the Rates section, click Add Level .

Add Level button

4. Use the blank line to set up the level, amount/rate, and type.

New amount/rate

 

Deleting a level from a rate

In the Rates section, find the level that you want to delete and then click .

Delete button for a level

202005, 2020Mar16

 

 

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