For agencies💵 Billing & Payouts
Round billed time to an increment (15 minutes and more)
Bill and pay interpreting and travel time in fixed steps, such as 15 minutes, and choose whether travel is rounded as a round trip or one drive at a time.
Many service agreements bill time in fixed steps, usually 15 minutes, instead of to the exact minute. The Billing increment setting does that rounding for you, so nobody has to fudge the times they enter. The same rounding is used on the customer invoice, the contractor payout and W-2 payroll, so they always agree.
Step by step
- 1Open Settings, Billing & Subscription, then Billing Rules.
- 2Under "Billing increment", pick 5, 6, 10, 15, 30 or 60 minutes. "Off: bill the exact minute" is the default.
- 3Pick the rounding direction: Round up (the default), Round to nearest, or Round down.
- 4Pick how travel is rounded. "Travel: round the round trip" (the default) adds the drive there and the drive back together and rounds that total once. "Travel: round each drive" rounds each drive on its own.
- 5Click "Save billing rules".
Tips
- Example at 15 minutes, rounding up, with 20 minutes each way: round the round trip bills 40 minutes as 45. Round each drive bills 30 + 30, so 1 hour.
- With round the round trip, any extra minutes from rounding are added to the drive home, so a single drive may not land on a quarter hour even though the total does. Choose round each drive if your agreement bills every drive in whole steps.
- Your minimum billing duration is still billed exactly as you set it. The worked time is rounded first, then the minimum applies.
- On the job's billing breakdown, a rounded time shows "(rounded)", and the travel section says whether travel was rounded as one total or drive by drive. The closeout form shows a "Rounded to" note under the times as they are typed.
- Rounding down also shortens W-2 hours for jobs outside the time clock, so check your state's wage rules before using it for staff. Time on the clock is always paid as clocked.
- Jobs that were already audited keep their numbers. A change reaches jobs audited after you save it.
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