This article will show you how to enter customized pricing for clients. Updates to a Pricelist are for a specific client. Updates to a Pricebooks are reflected for all clients assigned to that Pricebook. 

Note: Click here to learn how to edit an existing Pricebook. 

 

1) Billing > Price Management > Pricelists

 

2) Select name of Pricebook or Client Pricelist you would like to edit

 

3) Click "Edit"

 

4) Enter custom price and click "Update"

Note: When in edit mode, the price on from the Pricebook is listed under the “Master Price” column. Custom pricing is listed under the “Custom Price” column. If “Custom Price” box is empty, the item's price is the same as the Pricebook ("Master Price).

5) Custom pricing is indicated with a gold triangle