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Pricing Orders Invoices

Purpose 

This application is used to create pricing agreements to use on your products, generate orders, and send invoices. The functionality allows you to use different prices for different customers (such as a special contract), for different quantities (such as a bulk discount), and for different dates (such as a sale). When creating an order or invoice, the purchase amount will be calculated based on the customer it is for, the date the order is for, the product and quantity being purchased, and which sales taxes should be applied based on the region. 

Diagram showing the relationships between concepts in the Pricing Orders and Invoices functionality.

Benefits 

  • Auto-calculate option – Based on pre-defined variables, the application will calculate the cost for the desired number of products, and provide an invoice total based on the listed items. 
  • Easily process discounts – Set a pricing agreement for a limited time, and the application will process based on the lowest cost for the time period; once the sale is over, it will automatically return to the pre-sale price. 
  • Separation between orders and invoices – Process your invoices on a per-order basis or over a time period, based on your organization’s policies and your agreements with your customers. 

Features 

  • Create different pricing agreements to use for different time periods or customers 
    • Product price can vary based on quantity purchased 
  • Process orders from your customers 
  • Send invoices and track payments received 
  • Dashboards to show statuses of your orders and invoices 
Updated on July 30, 2024

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