Once a Price list is created, apply it to a corresponding Client following the steps below:

  1. Navigate to the Persons or Companies tab, depending on the Client type of the Price List.

  2. Select a Client you need to apply the Price list to.

  3. Click Edit in the corresponding line.

  4. Navigate to the Settings field of the Profile.

  5. Click Price Lists.

  6. Select a Price List in the drop-down menu. Unless a Price List is not selected, the Standard Price List is applied to the Client.

  7. Click Update to apply the changes.

A Price List is to be published before being added to a Client. If you have not created a Price list yet, see How to create a Price list for details.

Related pages

Price lists
How to create a Price list