Skip to content
  • There are no suggestions because the search field is empty.

Setting Client Billing Rates and Overrides

Set custom rates per client that override your default user rates

Applies to: Premium · LawBillity

Different clients often have different rate agreements. Maybe one client negotiated a discounted rate, another gets billed at a premium, or you have a legacy client on an old rate. Rather than remembering to adjust every invoice manually, set rate overrides at the client level and let Time Tracker handle the math.

Client Detail - Rates

The Client Rates tab configures billing rate types, hourly and overtime rates, and per-activity rate overrides.

How Rate Priority Works

When calculating invoice amounts, Time Tracker uses the most specific rate available:

  1. Project rate (most specific) — Set on the project's Billing tab. Overrides everything else for time logged to that project.
  2. Client rate — Set on the client record (this page). Used when no project-level rate exists.
  3. User default rate (least specific) — The rate on the user's profile. Used as the fallback when neither a project nor client rate is configured.

If none of these have a rate, the system calculates $0.00 — the most common cause of $0 invoices.

Setting a Client Rate Override

  1. Go to Clients and click the client's name.
  2. Open the Other Details or Rates tab.
  3. Check "Override user rates and set a specific rate for this client."
  4. Enter the custom hourly rate and optionally an overtime rate.
  5. Click Save.

Per-Activity Rate Overrides

You can also set different rates for different activities within the same client. For example, "Strategy" work might bill at $250/hour while "Admin" work bills at $150/hour. Configure these under the activity-level rate settings on the client's Rates tab.

Additional Client Billing Settings

  • Billable Status Default — Override the firm-wide default. Useful for pro-bono clients whose time should default to non-billable.
  • Non-Project Related Entries — Controls whether users can log time to this client without selecting a project. Disable this to force project-level tracking.
  • Payment Terms — Set Net 15, Net 30, etc. This defaults on invoices created for this client.
  • Credit Limit — Set a cap on outstanding receivables (default is Unlimited).