Customer price lists
Special prices for dealers, partners or any group of customers, used on their new subscriptions by themselves.
Make a price list
- Go to Catalogue > Price Lists and click + New Price List.
- Enter a Name, for example Dealers.
Under Prices, choose:
- Every price up or down by a percent: choose Less by or More by and enter the Percent.
- My own price for each plan / add-on: enter a price for each plan and add-on on the list. Leave one blank to use its own price.
- Click Save price list.
Price lists are in the Professional plan and above.
Give a customer a price list
- Open the customer from Sales > Customers.
- Next to Price list, click Change, choose the list and save.
How it is used
When you create a subscription for the customer, or change its plan, and leave the price blank, the price list's price is used. The form says so under the price.
- A price you type yourself always wins.
- Subscriptions already running keep their prices.
- Volume and tiered plans keep their own price bands.