Practice management
Update fixed price on several customers at the same time
If you use fixed price pricing, you can choose to update the price for multiple fixed price customers at the same time. The feature can be used to change the prices either by entering a percentage, a fixed amount or by adjusting prices manually.
The following data will remain unchanged after an update:
• Tasks are copied and will be included in the new invoicing plan (it's not possible to add/remove tasks).
• Invoice texts will be copied from the current invoice plan.• Number of planned hours, setting for ongoing fixed price and invoicing interval.
The new fixed price will always be valid for 12 months, starting from the selected start date. In addition, the new invoicing plans will have the same rules for invoice dates as the current invoicing plans.
• Tasks are copied and will be included in the new invoicing plan (it's not possible to add/remove tasks).
• Invoice texts will be copied from the current invoice plan.• Number of planned hours, setting for ongoing fixed price and invoicing interval.
The new fixed price will always be valid for 12 months, starting from the selected start date. In addition, the new invoicing plans will have the same rules for invoice dates as the current invoicing plans.
Do the following:
- Go to Customers.
- Click on the icon
and select Update of fixed price.
When the wizard is opened, a list of all the customers with active invoice plans and for whom the last scheduled invoice date is in the future is displayed. The list also takes into account the filters you have in the customer list and the user rights to update customers.
- Under Include price plans with final invoice occasion in the period, you can enter the date to filter out those customers with invoice plans that end within a certain period (based on the last planned invoice date).
- Under Filters for the Ongoing fixed price setting, you can choose to Show all, Show only ongoing and Show not ongoing to include the invoice plans to be included in the update.
Each invoicing plan will be displayed individually, so a customer may appear multiple times in the list if they have more than one active invoicing plan. You can then choose whether you want to update one invoicing plan or all invoicing plans for a particular customer.
- Select Next.
- In step 2. Update, enter the date in Valid from when the new invoicing plans should take effect.
Please note that the start date of the new invoicing plans must be a date after the last invoice date in your invoicing plans.
Example
For example, you want to update two customers who have a fixed price.
The first customer is invoiced the last invoice on 1 October, while the second customer is invoiced its last invoice on 31 October. The first possible date for updating the fixed price will then be 1 November. If the invoices haven't yet been invoiced, the date of the update can't be earlier than the start date of any of the ongoing active invoicing plans.
For example, you want to update two customers who have a fixed price.
The first customer is invoiced the last invoice on 1 October, while the second customer is invoiced its last invoice on 31 October. The first possible date for updating the fixed price will then be 1 November. If the invoices haven't yet been invoiced, the date of the update can't be earlier than the start date of any of the ongoing active invoicing plans.
- Specify how you want to update the prices.
You can choose to adjust prices by entering a percentage, a fixed amount or by manually changing them. You can also specify how an amount should be rounded.
Please note that you cannot add or remove tasks. It's also not possible to leave any of the fields blank.
Please note that you cannot add or remove tasks. It's also not possible to leave any of the fields blank.
- Click on the Recalculate button to see the renewed prices.
- Select Next to proceed to step 3. Confirm.
Here you can see a summary of the customers and tasks that'll be included in the price update, the new prices and the date from which it will apply.
- Select Confirm, to complete your update of the fixed prices.
Now an end date is set for the previous invoice plans and new ones are created with the updated prices.
Relaterade avsnitt
|
Link a price list to a customer |
|
|
Price lists |
|
|
Work with fixed price |
|
|
Work with price per hour |
|
|
Work with price per transaction |
