Billing Methods
Billing Methods control which rate Kudurru Stone uses when calculating billable amounts on time reports and invoices. Because your team may log time with a title, an activity code, and a task all on the same entry, this setting tells Kudurru Stone which of those three rates should "win."
The Three Billing Methods
| Method | Rate source |
|---|---|
| By Title | The billable rate set on the employee's Title (e.g., Senior Technician = $95/hr) |
| By Activity Code | The billable rate set on the Activity Code (e.g., Site Survey = $110/hr) |
| By Task | The billable rate set on the Task (e.g., Foundation Inspection = $85/hr) |
Only one method is active at a time for your company account. The chosen method is applied uniformly across all projects and all clients when generating time reports and invoices.
Choosing Your Method
Pick the method that most closely matches how you quote and bill clients:
- By Title works well when your rates are tied to who does the work — different staff types bill at different rates regardless of what they're doing.
- By Activity Code works well when your rates are tied to what kind of work is being done — the same person might bill at different rates depending on the service type.
- By Task works well when you quote at the task level — each discrete deliverable carries its own fixed rate.
All three methods require that a billable rate be entered on the corresponding record (Title, Activity Code, or Task) for the rate to appear on reports. If a rate is blank, that time entry will show no billable amount.
Where to Set Your Billing Method
- Go to Company → Company Administration.
- Locate the Bill By (for Reporting) dropdown.
- Select by Title, by Activity Code, or by Task.
- Save.
The change takes effect immediately on all new reports generated after saving.
How Rates Are Applied
When an employee submits a time entry, Kudurru records the Title, Activity Code, and Task associated with that entry. When a report or invoice is generated, the system looks at your Bill By setting and pulls the rate from the matching record:
- By Title → pulls
BillableRatefrom Settings → Employee Titles - By Activity Code → pulls
BillableRatefrom Settings → Activity Codes - By Task → pulls
BillableRatefrom the Task's configured rate
Billable Amount = Hours Worked × Effective Rate
Per-Client Rate Overrides (Activity Code billing only)
If you bill by Activity Code, you can set a custom rate per client that overrides the default activity code rate for that client relationship. Custom rates support effective and expiration dates, so a rate change for a specific client takes effect on exactly the right date without affecting your other clients.
To manage per-client activity code rates, navigate to the client record and look for the Activity Code Rates section.
Related Articles
- Employee Titles — Set up titles and their default hourly rates
- Activity Codes — Set up activity codes, default rates, and per-client overrides
- Tasks — Set up tasks and task-level billing rates