Growth · Part of Client Billing
Per-client billing configuration
One active setup per client: rate card, tax, currency, and billing cycle, date-ranged so a rate change is a new version, not an overwrite. The rules every invoice is built from.
For the operator
Finance defines a client's rate card, tax, currency, and billing cycle as a dated configuration; changing a rate creates a new version and closes the old one, preserving history. A config that a locked or invoiced period already used is frozen, so prior periods never re-price. Currency holds while open periods exist. Every downstream invoice reads from this one record.
Business impact
Rate disputes usually trace back to ambiguity about which rate applied when, and overwriting a rate in place is how that ambiguity is born. Date-ranged, freeze-on-use billing configuration gives finance a defensible record of exactly what each client was charged across every period, which shortens rate disputes to a lookup and removes the class of billing errors that come from editing live pricing.