Sales
Activating Price Lists in Invoices
The system lets you assign a price list to a certain client when creating an invoice.
To activate this feature:
Make sure that the checkbox “Select Price List in Invoices” is checked from Sales > Sales Settings > General Invoice/ Estimate Settings.
- For more information, please refer to the tutorial “Invoice/ Estimate Settings“
Note:
Make sure that the product or service you wish to add to the invoice is already included in the price list in case you will assign the price list to a client.
To assign a price list to a client in an invoice
- Select”Sales” from the navigation menu.
- Click “Create Invoice“.
- Select the “Client” from the drop-down menu.
- Select the “Price List” you wish to assign to the selected client from the drop-down menu as the field appears once the client is selected.
- For more information on adding price lists, please check the tutorial “Adding a Price List“.
- Note that the items’ prices will change according to the prices set in the selected price list.
- For more information on adding price lists, please check the tutorial “Adding a Price List“.
- Resume with the invoice creation and save the invoice.
- For more information on the rest of the invoice details, please check the tutorial “Creating an Invoice“.