⦿ How to Edit a Rate Type

Click Manage Rate Types.

You will see the overlay with the Rate Types list.
Navigate to the chosen rate type, and click the Pencil icon to change the information on the rate type.
Change the necessary information in the Edit Rate Type overlay.
Click Save.
Once you save the information, you will see the overlay proposing to update the rate type.
Click Update. Confirm that you want to update the information.
Click Compare to see the changes.
You will see the changes highlighted in yellow.
Click Update when finished or Back to go back.
Once you are sure you agree with the changes, select the Rate Type checkbox, and click the Update button.
To continue, click the Update button. The changes will apply to the chosen rate card if not submitted or approved yet.

You CANNOT apply the edited rate type for the cards already submitted by you or approved by the client.

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