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Price lists

Product price lists for every customer segment

Not every customer should pay the same. Build price lists for wholesale and retail, loyal and new customers, connect one to a customer, and let every invoice and quote pick up the right price on its own.

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The Invoice Office price lists screen showing each product’s purchase and sales price beside a wholesale price list set 15% below the standard price

Everything on the price list

Charge each segment properly

Price lists let you run a sophisticated pricing strategy without extra admin: define the pricing once per segment, and the right number lands on the document by itself.

  • Multiple price lists

    Running more than one price list is a fundamental way to manage pricing and cater to different segments, instead of quoting everyone the same number and discounting by hand afterwards.

  • Customer differentiation

    Build segments that match how you actually sell: wholesale versus retail, loyal customers versus new ones, or any split you choose — you decide which customers get which list.

  • A price list per customer

    Connect a price list to a customer on their settings page. Select that customer on a document and their price list is applied — nobody has to remember what was agreed.

  • Live on the document page

    On the invoice or quote create page you can select or change which price list applies to that document, so a one-off arrangement does not mean rebuilding your pricing.

  • Automatic line prices

    Pick a product on a document line and the price list price for that product is set and used automatically. No lookups, no pasting the agreed figure in from somewhere else.

  • A flexible pricing strategy

    Sophisticated pricing is how you increase profit, attract new customers, build loyalty and stay competitive in a market that keeps moving — without repricing everything each time.

Price list settings

Configure each list on its own terms

Set when you create the list, so a wholesale tier, a fixed-price agreement and your standard retail pricing can each behave the way they need to. The prices come from your product records, and the list follows the account you set it on in customer management.

Explore every feature

  • Currency

    Set the currency the price list works in, so a segment you sell to abroad is priced in their money rather than converted on the fly every time you quote.

  • Discount or premium

    Apply a discount to the whole list, as a percentage or an amount in the list currency — the simplest way to build a wholesale tier off prices you already have. Enter a negative number and the result is added to the price instead, which is how you build a premium tier.

  • Lock pricelist price

    Switch on Lock pricelist price and the prices on that list stop following the product price — change what a product costs and the locked list stays where it is. That is what lets you promise a customer a price for a fixed period and keep it.

  • Show always

    Switch Show always on and that list is ordered to the top of the price list overview page, so the one you work with constantly is not something you scroll past every time.

How it works

Set the pricing once, in three steps

  1. Step 1Create the price list

    Set up a list for the segment you are pricing — wholesale, retail, a loyalty tier — and give it its currency and its discount or premium.

  2. Step 2Connect it to customers

    On the customer settings page, connect the price list to the customers it applies to, so the right pricing follows the right accounts.

  3. Step 3Raise the document

    Select the customer and their price list is applied. Add products and each line takes its price list price automatically.

Price list questions, answered

What is a product price list?
A price list is a set of prices for your products that you can apply to particular customers or documents. Running several of them lets you charge different segments differently — wholesale against retail, say — without maintaining separate product records or discounting manually on every document.
Why would I use more than one price list?
Because not every customer should pay the same. Multiple price lists let you create customer differentiation — wholesale versus retail, loyal customers versus new ones, or any split that matches how you sell — which is how you protect margin on some segments while staying competitive on others.
How do I give a customer their own prices?
Connect a price list to the customer on the customer settings page. From then on, selecting that customer on the invoice or quote create page applies their price list to the document automatically.
Can I set a discount or premium on a price list?
Yes. Each price list carries a discount expressed either as a percentage or as an amount in the list currency, so a trade tier is quick to build from prices you already maintain. Entering a negative number adds the result to the price instead, which is how you set up a premium list.
What does Lock pricelist price do?
It stops that list following your product prices. With the switch on, changing what a product costs does not update the locked price list — so a price you have committed to a customer stays as agreed until you choose to change it.
Can I change the price list on a single document?
Yes. Price lists are integrated with the document pages in real time, so on an invoice or quote you can select or change which price list applies to that document without altering the customer’s usual pricing.
Do price lists need a paid plan?
Yes. Price lists are part of the Pro license — the price list overview prompts for it, and applying a price list to an invoice or quote requires it. Products, customers and documents work without it; it is the price list layer on top that the Pro license covers.

More answers in our FAQ and help center.

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Where your price lists apply

Price every segment properly

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