Select a Price Book in an Invoice

The beauty of price books is that you can quickly create customized pricing for each and every scenario your customers may have:

• Prices for residential versus municipal customers.
• Prices for customers in various territories.
• Different prices for new versus existing customers.
• Different prices for special events versus long-term rentals.

These and other customized prices may previously have been held in one or more binders scattered across desks as your order entry staff scrambled to match speciality pricing with certain customers.

If you’ve already created price books in your ServiceCore account, the next step when using a price book is to select it on an invoice when billing your customers.

In this article we’ll walk through how to select a price book when viewing an invoice. 

To learn how to create a price book, click here!

To learn how to create an invoice, click here!

Before You Start

Here are a few things to know before you continue:

• You must have Manager, Admin, or Owner level permission to create an invoice and select a price book to use with it.
• You can select a price book when you create a customer’s invoice or you can use a price book in an existing invoice before sending it to the customer.

Select a Price Book in an Invoice

Whether you want to select a price book during invoice creation or select one after an invoice is created, the steps are the same.

1. Create or access the invoice you want to use a price book with.
2. Scroll down to the Services section.
   
   
3. If you’re creating a new invoice, add the services this customer needs to pay for.
   If you’re accessing an existing invoice, skip this step.
4. Click on the downward arrow to the right of the price you want to adjust with a price book.
   
   
   
   Any price books associated with the customer you’re invoicing, the customer type/site you’re invoicing, the territory associated with the invoice, and/or the service you’re adjusting the price on will appear in a list.
   
   Please Note: If the price book you’re expecting to use doesn’t appear in the list, check the details of that price book. It may not have the correct category selected or contain the service you’re trying to adjust pricing on.
   
   
5. Click on the price book you want to use in this invoice to see the price automatically change. (Notice how all three services’ rates are higher compared to the previous screenshot.)
   
   
6. If you’re creating a new invoice, continue creating the rest of the invoice.
   If you’re accessing an existing invoice, skip this step.
7. Click the green ‘View Invoice’ button at the bottom to save your changes.
   
   
   
   

Next up: learn how to send invoices to your customers by clicking here!

If you have any questions, please reach out to our Support team through the orange chat widget on the bottom left of this page or by sending an email to support@servicecore.com!