Assigning a rate card to a customer

You can find a video guide for creating and assigning rate cards in the second half of our "Creating your first customer and rate card" video guide.  Relevant information starts from approximately 5 minutes in.

Watch on Youtube: https://youtu.be/Y316ZC5qjCE?t=299

 

The Xero related components of this video only apply to partners using Xero for their billing platform.  Partners using Octane or Nice should disregard the Xero-related steps at the end of this tutorial.

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