Rate cards for billed time

Set per-client, per-project and per-member billing rates once, and Finocket picks the right one automatically when you turn tracked time into an invoice — most-specific card wins, any line is overridable, and with no card the entry's own rate is used unchanged.

You bill one client at ₹2,000/hour, a specific project at a discounted ₹1,500, and a senior teammate at a premium. A rate card captures each of those rules once, so when you turn tracked time into an invoice, Finocket picks the right rate automatically instead of one flat hourly figure.

Scope a card how you bill

Each card sets a rate (per hour or per day) and pins it to any combination of client, project and team member. Leave an axis blank and the card applies regardless of it — so a card with everything blank is your company default, and a card scoped to just a project covers all its time.

Most-specific wins

When several cards could apply to a time entry, Finocket picks the single most specific one, in this fixed order:

project + member
project
client + member
client
member
company default

The result is deterministic — the same entry always resolves to the same rate. If two cards tie at the same level, the one with the latest effective-from date on or before the entry's date wins; a card dated after the entry is ignored, so a mid-year rate change never re-prices old work.

Override a single line

A rate card is a default, not a straitjacket. When you build the invoice from tracked time you can override the rate on any line — the override wins over the matched card, and the card it beat is still shown so you can see what the standard rate was.

No card? Nothing changes

If no card matches an entry and you set no override, the line falls back to the entry's own rate — exactly the behaviour from before rate cards existed. Rate cards are strictly additive: turn them off and your billing is byte-identical to a flat hourly rate.

Where to set them

Rate cards live on the Timer page and need the Projects module on (enable it under Profile → Modules). Owners and assistants manage cards; an accountant sees them read-only.

Frequently asked questions

How does Finocket pick which rate to bill?

By the most-specific matching card, in a fixed order: project + member, then project, then client + member, then client, then member, then the company default. The same time entry always resolves to the same rate — it's deterministic.

What if two rate cards could both apply?

The tie is broken by the latest effective-from date on or before the entry's date. A card dated after the entry is ignored entirely, so raising a rate mid-year never re-prices work you already tracked.

Can I override the rate on a single invoice line?

Yes. When you build the invoice from tracked time, an override on any line wins over the matched card — and the card it beat is still shown, so you can see the standard rate you departed from.

What happens if no rate card matches an entry?

The line falls back to the entry's own rate — exactly the behaviour from before rate cards existed. Rate cards are additive: without one, billing is identical to a flat hourly rate.

Clients, projects and invoices

Add clients with GSTIN + state auto-fill. Send invoices — tax invoice, bill of supply, export invoice, receipt or credit note — start from an estimate, or split an invoice into a deposit + milestone schedule.

Estimates, deposits and payment schedules

Send an EST-numbered estimate with a hosted accept link — your client accepts with a typed name recorded with a timestamp — convert it to an invoice in one tap, and collect through a deposit or milestone schedule that chases itself.

Progress billing and invoice templates

Bill an estimate, sales order or retainer in tranches — by percentage or amount — with a running billed/remaining tally that can never over-bill the job to the paisa, and pick from three invoice PDF templates that each keep your show-on-PDF custom fields.