Assigning a Price List to a Client

After creating a price list in your account, you can then assign it to the client so that their future invoices will be based on the new price list.

 

• First, make sure to create a price list for the products and services in the account. For more details, consult the guide “Defining a New Price List“.

How to assign a Price List to a Client

1. Click on “Clients” from the main menu.
2. Click on “Manage Clients“.
3. Click on the client profile for whom you want to assign a price list.
4. Click on the “Edit” button within the client’s profile.
5. Scroll down until you reach the “Price Group” field.
6. Select the desired price list from the dropdown menu to link it with the client.

• The effect of assigning the price list to the client will appear when creating a new invoice. For more details, consult the guide “Creating an Invoice for the Client“.