Description
Zerity allows users to set up payment rates for drivers to be included in their timesheets and self-billed invoices. This guide will walk you through the steps to add a payment rate efficiently.
Steps to Add a Payment Rate in Zerity
Click Finance: Navigate to the finance section in your Zerity account.
Payment Types: Look for the option for Payment Types in the finance menu.
Enter Rate Details:
Name: Enter a name for the rate you are setting up.
Price: Input the amount for the rate.
VAT: Choose whether the rate is VAT exclusive or inclusive.
Save Changes: Once you have entered all the necessary details, save the payment rate to apply it to the driver timesheets and self-billed invoices.
Common Issues and Solutions
Issue: Unable to Save Payment Rate Changes.
Solution: Ensure all mandatory fields are filled out before saving. Check for any error messages that may provide more specific guidance.
Issue: Incorrect Rate Applied to Invoices.
Solution: Double-check the rate details entered and ensure they match the intended payment rate. Edit the rate if necessary and update the affected invoices.
Issue: Rate Not Reflecting on Timesheets.
Solution: Verify that the payment rate has been assigned to the correct driver or timesheet. Make adjustments as needed to ensure the rate is applied correctly.
For any additional issues or technical support, please reach out to Zerity customer service for assistance.
By following this guide, you can efficiently set up payment rates in Zerity for driver timesheets and self-billed invoices.