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How to add client billing to calculate revenue in analytics

Updated over a week ago

1. Go to Client Profile. Click on Engagement Overview.

Step 1 screenshot

2. Click on Create New Billing

Step 2 screenshot

3. Click on the Billing tab

Step 3 screenshot

4. Select Payment Type

Step 4 screenshot

5. Select Payment Frequency

Step 5 screenshot

6. Enter the rate

Step 6 screenshot

7. Select when this rate takes effect. Levvy will use this date and logged date to calculate revenue

Step 7 screenshot

8. Click on Billing History to view historical rate

Step 9 screenshot

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