How to Schedule a Rate Change

This document provides a step-by-step guide on scheduling a rate change, allowing you to set up a future rate update in advance.

14 steps

Scheduling a rate change lets you set up a future rate update in advance — the new rate stays inactive until its effective date arrives, and the current rate keeps applying until then.

Before You Start You'll need: - The existing Rate Structure you want to update - The effective date the new rate should start on - The updated rate value(s)

Step 1: Start the Scheduled Change 1. Open the Rate Structure you want to update. 2. Click Schedule Rate Change (top right, next to Duplicate).

The Schedule Rate Change button on a rate structure's detail page. A dialog opens explaining that the new version starts as a copy of the current rates , you'll set its effective date, then edit its rate values.

The Schedule Rate Change dialog.

Step 2: Set the Effective Date\ 1 Click the Effective date field.\ 2 Use the calendar picker to select the date the new rate should take effect, then click OK.

Selecting the effective date from the calendar picker. 1. Click Schedule.

Effective date set and ready to schedule.

Step 3: Review the Rate Timeline Once scheduled, the Rate Timeline section shows two versions side by side: - Scheduled — the new version, labeled with its effective date (e.g., "Effective Dec 16, 2026"). This starts as an exact copy of the current rate. - Current / Active — the version currently in effect ("Original"), which keeps applying until the scheduled date arrives.

The Rate Timeline showing the Scheduled and Current (Active) versions.

Step 4: Edit the Scheduled Version's Rates The scheduled version starts identical to the current one, so you'll need to update it with the new rate: 1. Make sure the Scheduled card is selected in the Rate Timeline. 2. Click Edit in the Rates section.

The Edit button in the Rates section. 1. Update the rate value(s) as needed (e.g., changing a flat rate from $20 to $10). 2. Click Save.

Editing the rate value before saving. You'll see a confirmation banner ("Rate structure updated"), and the Scheduled card will now reflect the new rate — while the Original card keeps showing the current rate until the scheduled date arrives.

Note: The new rate won't apply to billing until its effective date. Until then, the Original/Active version continues to be used.