Billing categories
Billing categories are where your firm's hourly rates live. Each one sets a billing rate, what the client pays, and a cost rate, what the hour costs your firm, for a labor category in a rate schedule, such as Project Manager in 2026 - Standard rates. Every hour your team records is priced and costed from them. Administrators with access to Settings maintain them.
Jump to:
- Open the billing categories
- Add a billing category
- Which dimensions a rate can depend on
- Start a new year's rates
- Example: one person at a special rate
Open the billing categories
SettingsBilling and InvoicingBilling categories
The list shows each category's Name, User, Billing rate (/hr), Cost rate (/hr), Rate schedules, and Labor categories. Use New, Edit, Delete, and Copy rate schedule in the toolbar.
Each row prices one labor category in one rate schedule.
Add a billing category
Click New, fill in the form, and click Add billing category:
| Field | What it sets |
|---|---|
| Category name | A name that says what it prices, such as "2026 - Project Manager". |
| Billing rate (/hr) | The currency and the hourly rate billed to clients. Enabled turns it on. |
| Cost rate (/hr) | The currency and the hourly cost to your firm. Enabled turns it on. |
| User | One person the rate is for. If no user is selected, the category applies to all users. Which rate applies when a person has their own is under review. |
| Rate schedules | The rate schedules it belongs to. |
| Labor categories | The labor categories it prices. |
Leave User empty for a rate that applies to everyone.
The Description tab holds notes about the rate, such as the agreement it comes from.
Which dimensions a rate can depend on
Under Billing and Invoicing, Dimensions that can be applied to billing categories chooses what a billing category can be tied to. In EVX Software's suggested setup, these are Rate schedules and Labor categories.
Start a new year's rates
Use Copy rate schedule to copy the billing categories of one rate schedule to another, then change the rates that went up. Projects on the old schedule keep the old rates.
Example: one person at a special rate
A client agrees to pay a senior consultant's hours at a negotiated rate. The administrator adds a billing category with that consultant in User, the client's rate schedule, and the consultant's labor category, at the agreed rate.
What you can do next
- Setting up rate schedules for the schedules the rates belong to.
- Setting up labor categories for the categories the rates price.
- Billing and cost rates for how rates reach the work.