Step II: Create a Customer Price List or Add Items to an Existing One

The next step in the process of setting up customer invoicing and billing accounts is to create a Customer Price List or modify an existing one to include all items the customer might be invoiced for. The Customer Price List also contains details about the cost of each item, which allows you to define different prices for different customers. To create or add items to a Customer Price List, complete the following steps:

1. Go to Financial > Customer Price Lists.
2. On the Customer Price List Administration screen that appears, either click the Edit button in the row of an existing Customer Price List or click the Add New button in the top right corner of the Customer Price Lists table.
3. If you clicked the edit button for an existing Customer Price List in Step 2, go to Step 4.
   
   If you clicked the Add New button, enter a name for the new Customer Price List, then click the Add button.
4. Click the Add Item(s) button in the top right corner of the Price List Items table.
5. On the Invoice Items screen that pops up, use the First, Previous, Next, and Last buttons at the bottom of the table to locate the items you created in Step I.
6. Click the Add button beside each new invoice item you want to add to the Customer Price List.
7. On the Add New Item screen that pops up, enter the Rate you want to charge for the item within this Customer Price List.
8. Note: Rates can contain up to four decimal places and can be negative values if they are intended to be used as credits on invoices.
8. (Optional) Set the rate type if you want to add an automatic mark up amount or mark up percentage to a Customer Price List rate.
9. (Optional) Set the Vendor Rate you want to charge in cases where a Vendor Price List is used instead of the Customer Price List to determine what a customer will be charged.
10. Note: As with Customer Price List rates, Vendor Price List rates can contain up to four decimal places and can be negative values if they are intended to be used as credits on invoices.
10. Click Add to add the item to the Customer Price List.
11. Repeat steps 5 through 10 for each additional item you want to add to the Customer Price List.
12. When you are done adding items, click the X icon in the top right corner of the Invoice Items screen to close it and have the items automatically added to the Customer Price List.