Accounting Ideas

Client's default prices to match different price categories

If we set-up a client's account to use a certain category of price, can that price be selected automatically when invoicing?

  • Guest
  • Aug 31 2020
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  • Guest commented
    29 Sep, 2021 04:12am

    well, @Jaime Rein, this does not work for us...

    If you check the attached screen captures, you can see that even if a client is set-up for a certain price category (here being «membre fondateur»), when we invoice that client, the default price is «courant». Attached are a client's information, an invoice and the product pricing.

  • Admin
    Jaime Rein commented
    28 Sep, 2021 07:39pm

    Hello Under the contacts - customers, you can select the customer's price default so that price will show up automatically when invoicing.

  • Guest commented
    24 Jun, 2021 12:14pm

    need this or something similar for special prices