Billing types and rates
Choose how a project bills — hourly, fixed fee, or non-billable — and understand how rates are inherited from the client.
Every project has a Rate type that decides how its time becomes money. You pick it from a segmented control on the project form.
- Role
- OwnerAdminManager
Setting rates is a manage-tier action. Members never see rates or amounts.
Where to find it
On the project form (Projects → New project, or a project's Edit page), use the Rate type control.
The three rate types
Hourly
Set an Hourly rate. Time tracked on the project is priced at this rate. Leave the rate blank to inherit the client's default hourly rate.
Fixed fee
Set a flat Fixed fee amount for the whole project. You also set an Hourly rate, but it's used for reports and estimates only — it doesn't change what you bill.
Non-billable
Time on this project won't be billable and won't appear on invoices. Use this for internal or pro-bono work you still want to track.
Rate inheritance
When a project's Hourly rate is left blank, it inherits the client's default hourly rate (set in the client's billing defaults). Set the client default once and new projects pick it up automatically.
On a Fixed fee project, the hourly rate exists only to power reports and estimates. The amount you invoice is the fixed fee.
What happens next
- Hourly and Fixed fee projects contribute to the client's ready to invoice amount and show up in the invoice builder.
- Non-billable time is tracked for your records but never reaches an invoice.