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Custom rate cards

How to manage your custom rate cards

Lyssa Parisella avatar
Written by Lyssa Parisella
Updated over 2 years ago

Go to Manage > Rates in Runn’s top-level nav to manage your rate cards.

In addition to your standard rate card, you can set-up multiple custom rate cards. This allows you to adapt your billing and set custom prices for specific clients or projects.

For example, you might want to offer discounted rates for non-profit organizations or give special prices to loyal long-term clients. 

Rate cards are based on the roles you have set-up for your team, so if you don't see a specific role in your rate card, make sure it's been set up. See Managing Roles

Creating a new custom rate card

When a project is created the rates from the rate card are copied across to the project. After this point, the rates for the project are managed from the project budget.

Updating a rate card will not affect the project rates, and updating the project rates will not affect the rate card.

Go to Manage > Rates in Runn’s top-level nav.

  1. Click New Rate Card

  2. Enter the name of the rate card in the Rate Card Name field

  3. Enter a description (optional)

  4. Choose whether the rate type will be hourly or daily rates

  5. Choose from a blended/single rate or a per role rate Card type

  6. Enter the rates

  7. Click Save

Editing a custom rate card

Go to Manage > Rates in Runn’s top-level nav.

  1. Choose the rate card you want to edit.

  2. Update the name, rate type, card type, and/or role rates.

  3. Click the Save button.

Deleting a custom rate card

You can delete a rate card if it has never been used. You cannot delete a rate card if it has been used as a reference for a project, both currently or in the past.

Instead, you can archive a rate card.

  1. Choose the rate card you want to archive or delete.

  2. Click the cog button in the top-right corner.

  3. Select Archive or Delete

If in doubt, please contact our support team, either on chat from inside the app or by emailing help@runn.io

Still have questions? We're happy to help! 

 

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