Client pricing

If you have agreed a different cost or charge rate from your standard with a client, it is possible to set up Client pricing. This can be found in the client record, rate card tab:

You can set a review date and enter notes here:

Click the speech bubble icon to enter or see the notes.

You can also filter the client list using this review date:

There is a slide option to 'Only allow these charge codes'. If this is selected then only the charge codes added here will be visible on the client jobs. If this is not selected then all charges codes, including those here, will be visible.

When adding a labour price you can either insert a new value or use a percentage discount.