How to Create New Line Items in Pricing Profile

This article will show how to add, remove, and edit pricing line items.

Pricing settings allows you to create price options, quoting rules and rate types to use in pricing profiles. To get to the "Pricing Settings" page, navigate to Company → Settings → Pricing.

From this page, you can:

• Create new line items by clicking "Create new" (1)

• Remove unwanted line items by clicking the remove icon (2)

• Arrange the order in which the items appear in a drop down menu by clicking and dragging items up or down (3)

• Edit the configuration of each line item by clicking the edit icon (4)

In the "Edit Pricing Option" page, each item can be configured as:

• Default for new Profiles and/or Quotes

• Taxable, Non-Taxable, Is a Tax, or Post-Tax

• Rate Type it's where you select what you want to charge

• Charge on, here is where you can select how to charge your new fee, different options are available to choose from

• Fixed Company Rate: setting this rate auto-populates the rate rather than manually adding when using this item