Add Pricing Information
In each included pricing, except for pricings of Exclude type, you can add different pricing items in the following categories: Case Rollup, Case Flow, Language Services, Analytics, Processing, Users, Tasks.
In each included pricing, except for pricings of Exclude type, you can add different pricing items in the following categories: Case Rollup, Case Flow, Language Services, Analytics, Processing, Users, Tasks.
Note: You can find additional information about all pricing item types for each of the billing categories in Appendix A.
All pricing items have additional information that can be edited by a user – Friendly Name, Billing Code, Description, E-Code, Cost Code. (see Settings section – Pricing Item Types)
When an item is selected, pricing item metadata becomes visible in the layout, as well.
A corresponding Unit must be selected when adding a pricing item. The Unit will be applied to the pricing item in the report.
Note: In Whole unit is calculated per each workspace if there is some usage for the specific item.
Each billing item can be set as billable or non-billable in the report depending on if Billable field is ticked or not.
Price Type field is available for all billable items (except for Tasks billing category).
Select Price Type value:
Note: When Tiered Price option for Price Type is selected, the Unit Price field remains required, although it will not be applied. It can be populated with 0.00 or any value.
Note: When Tiered Price option for Price Type is selected, the Discount field will not be applied
in the reports.
The Tiered Price functionality allows setting up to 7 tiers for each billing item and charging according to the items’ usage, by applying different prices for each Tier.
Note: When you set up Tier Charge Level ‘Per Matter’, to ensure Reports consistency, the following restrictions are applied or must be considered:
Note: When you set up Tier Charge Level ‘Per Client’, to ensure Reports consistency, the following restrictions are applied or must be considered:
Tiers Charge Level is not applicable for Profiles of Instance type.
– Flat Fee – the Tier Price that is specified in the tier, will be applied as is, without multiplying it by the usage amount, which fits in the Tier.
– Dynamic Fee– the Tier Price that is specified in the tier, will be multiplied by the usage amount, which fits in the Tier.
Example: If you need to apply a $1,000.00 rate for any usage that is under 500 GB, you should type 500 for End Bracket, 1,000 for Tier Price and select Flat Fee for Tier Fee Type.If you need to apply a $5.00 rate for each GB up to 500 GB, you should type 500 for End Bracket, 5 for Tier Price and select Dynamic Fee for Tier Fee Type.
Note: You can select from previously added tiers or you can add a new one ad-hoc by clicking on the Add hyperlink.
Note: The End Bracket of the last Tier Pricing must always be 9999999999.
Note: All Price Tiers can be reviewed under Thresholds tab in MaxBilling. You can add new Price Tiers by clicking New MxB Tier Pricing button.
Note: When the Tiered Price option for Price Type is selected, the Unit Price field remains required, although it will not be applied. You can set it with 0.00 or any value.
Note: When the Tiered Price option for Price Type is selected, the Discount field will not be applied in the reports.
Note: The Price Tiers are being applied workspace by workspace. Therefore all reports calculations are performed on a workspace basis, when Price Tiers are used.
E.g. If you have set a tier from 0 to 10 GB with a price 5 for a specific billing item, the first 10 GB of this item from each Workspace will be charged by price 5
Two layouts are available for adding pricing – Listed and Tabbed.
In Pricing Listed Items layout all pricings are present in list.
In Pricing Tabbed Items layout contains a separate tab for each category.
Pricing Listed items layout:
Pricing Tabbed items layout: