Price Levels

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Price Levels

 

Before creating a Customer Invoice, you must create a Price Level.

Create a Price Level

1.Go to File Maintenance → Price Levels.

2.Click New.

3.On the Price Level screen, enter the fees you want to charge for the services provided to your customers.

 

Price level New

 

 

Price level Charges

 

Assign the price level to the customer in the Contact screen.

 

Personal price level

 

One price level can be set as Default.

The default price level will be applied to customers who do not have a personal price level assigned.

 

Price level Default