Assigning a Price List in an Invoice

Price List In the Invoice

The system allows assigning a specific price list to an unspecified client when creating a sales invoice. This allows for calling up special prices for products and services that differ from those recorded originally in the product or service file.

 

• Note: Make sure to add the products and services included in the invoice and set their prices in the required price lists. For more details, refer to the “Adding items to Price Lists” guide.

 

1-Activating the Price List in Invoices

1. Click on “Sales” from the main menu.
2. Select “Sales Settings” from the menu.
3. Click on “General Invoice/Estimate Settings”.
4. Click on the “Choose Price List in Invoices” checkbox in the settings options on the screen.
5. Click the “Save” button.

 

2-Selecting a Price List in the Invoice:

1. Click on “Sales” from the main menu.
2. Click on “Create Invoice”.
3. Select the required client.The system will display a new field called “Price List”.
4. Select the required price list from the dropdown menu to be used in this invoice.The effect of selecting this price list will show when adding the required item in the items section.
5. Continue completing the rest of the invoice details. For more details on how to create an invoice, refer to the “Creating a Sales Invoice” guide.