Local Client invoicing

Create a local client price list

Go to [Finance] and [Price Lists]

A screenshot of a blue screen

Description automatically generated

 

[Add Price List]A white line on a white background

Description automatically generated 

Give it a name and [Save]

A screenshot of a computer

Description automatically generated

Add your prices for various job types either in [Fixed Prices] or [Room Specific Pricing]

A screenshot of a computer

Description automatically generated

Room Specific Pricing

Choose a product and then add the values.  Do the same for Fixed Prices.

A white rectangular object with a white border

Description automatically generated

A screenshot of a computer

Description automatically generated

 

Make sure that the price list is linked to a client on the client screen

Go to the client and under [Finance options] choose the price list from the drop down options

A screenshot of a computer

Description automatically generated

By doing this, when you create an invoice on a job, it will pick up the value from the price list