OT rates and hour packages
Overtime you charge a customer uses selling rates set on the contract or service order. Included hours only apply when the contract is paid for them.
When to use
- You bill overtime hours and need to set the rate per contract or per order.
- A contract includes a bundle of hours and you want to know how they are used up.
Before you start
| Item | Detail |
|---|---|
| Contracts | Configure OT selling rates on the contract at /service-management/contracts |
| Service orders | An order can override the contract rates at /service-management/service-orders |
| Billing queue | Items are staged and invoiced from /service-management/billing |
Selling OT is separate from internal OT. If no selling rate is configured, staging is refused. XBuddy never falls back to the HR overtime multipliers.
Steps
Set the OT selling rates
On the contract, set the overtime rates. If a specific order needs different rates, set them on that order; the order wins over the contract.
Know when hours are included
Included hours exist only when the contract charges for them: a retainer or fixed-price contract, or one with a retainer fee above zero. On a time-and-materials contract with no package fee, the included hours are only a tracking estimate and every hour is billed.
Stage the hours
When hours are staged, regular hours are taken from the package first, tracked within the package window of the contract or the billing cycle. Only regular hours use the package; overtime does not.
Check the invoice lines
An item with overtime or package hours is split into regular, package at zero value, and overtime lines, so quantity times rate equals the amount on each line.
Tips & common mistakes
- Set OT rates before staging overtime hours, or staging will be refused.
- Do not expect a time-and-materials contract to hold back hours as free; it bills them all.
- Create invoices for packaged contracts through the billing queue. Creating one directly from a timesheet is refused when the contract has a package.
- Items on a billing statement can be invoiced only from that statement.