Accounting Ideas

Service Rate default for customers

For stock/non-stock items you can put in multiple sale prices and for each customer you can set a default price list.

For service items you can set up multiple rates however you can not set a default rate for a customer. You need to be able to do this so that when you create an estimate/quote/invoice for a customer the rate default in correctly rather than defaulting in "rate 1" and needing to select the correct rate.

  • Guest
  • Oct 6 2020
  • One For The Future
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  • Guest commented
    2 Mar, 2023 10:03am

    I would like there to be different prices for services, which can be pulled into a customer invoice depending on how their price defaults are set up - Trade, Sales, Wholesale.