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How to create a price list

Create a price list to apply one discount — a percentage or a fixed amount — across all your products, then link it to a customer so it applies itself.

Updated 2 min read

If you want to give a customer a discount, create a price list rather than discounting every single product. Whatever discount you set on the price list applies to all products.

Create a price list

  1. Go to Products → Price lists.
  2. Click Create price list.
  3. Enter the Name of your price list.
  4. Select the Currency.
  5. Set the Discount — the amount, and next to it whether it is a % or a €.
  6. Click Create.
The Create price list window in Invoice Office over the price lists table, with Name, Currency, Description, Lock pricelist price and Show always fields — the Discount amount and its percent or euro selector are outlined in red

Discount percentage or discount price

  • % — the percentage is applied to all of your product prices.
  • € — the currency symbol instead, and a fixed amount is deducted from all of your product prices.

Both kinds can exist side by side, so you might end up with one list on a percentage and another on a fixed amount, and use whichever suits the customer.

Two switches are worth knowing about:

  • Lock pricelist price — do not update the prices on this list when the product price changes. Use it when a customer has been quoted a fixed rate for the year.
  • Show always — always show this price list on the price list overview page.

The Description is for internal use and is never shown on a document.

Working with the list

The overview shows your products with their Purchase and Sales price, then one column per price list — up to three at a time, chosen with Show price lists (max 3). Prices can be typed straight into those columns.

Each price list column has its own Action menu: Edit, Apply price rule, Apply price rule to selected, Hide, Create duplicate, Import, Export and Remove.

A price list can be associated with a specific client. When that customer is chosen on a document, their price list is applied to it.

  1. Go to Accounts → Customers and find the customer.
  2. Open the row’s Action menu and choose Settings.
  3. Find Price list and choose the price list for that client.
  4. Save.

Now choose that customer when you create a document such as an invoice, and the price list is applied to it straight away.

Price list or discount?

Use a price list for a standing arrangement — a customer who always pays a different rate. Use a discount for a one-off reduction on a single document.

Any doubts? Contact us and we will help.

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