Decide when creating a user how much they will be charged by selecting an Item type or Billing rate for them. Item types are used when creating cost estimates or tax invoices and act as the line item. If all is setup properly then you can get very in-depth reporting on the breakdown of where time is spent. 

Below is a sample graph from the Task Billing Rate report: 

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Follow these steps to create an item type or billing rate:
1. Hover your mouse over Accounts.
2. Click on Item Types.
3. Click on New Item Type.
4. Fill in the information.
5. Save.
6. Alternatively, Item types can be imported via the Import Suite.

See the video below:




External name: Use a different name visible to the client on your generated PDF's.
Cost: The amount you are paying him per day or hour.
Markup: For externally sourced products/services, set the markup you are adding in before selling.
Sales Code: Code used by Pastel to match the sale item types set up in Pastel.
Cost of Sales Code: Code used by Pastel to match the sale item types set up in Pastel.
Zero Rated Sales Code: Code used by Pastel to match the sale item types set up in Pastel.
Zero Rated Cost of Sales Code: Code used by Pastel to match the sale item types set up in Pastel.
Tax Type: Choose tax type from dropdown menu.
Billable by default: Tick the tick box if this must be the user's default billing rate.