Infusion Knowledge Base

    Sorry, we didn't find any relevant articles for you.

    Send us your queries using the form below and we will get back to you with a solution.

    Change a Customer’s Pricing Options

    New customers automatically have a default pricing options applied to their account. These can be tailored specifically for individual customer accounts, allowing differing pricing options for different customer types and agreements.

    To change pricing options for a customer, go to the Customers tab in the navigation sidebar. Select the customer account from the list and go to the Terms / Pricing tab.


    Select Edit to activate the fields and add details as required:

    • Price Level - choose the price level required for the customer from the drop-down menu. 
    • Default Discount (%) - enter a percentage to apply a discount to all product lines on invoices for this Customer.

    Save to complete.


    Settings established within the Terms / Pricing tab apply to all invoices created for the customer.

    Customers may also have Contract Rates setup for them offering specific pricing for products or product groups. 

    Was this article helpful?

    Still can't find what you are looking for?

    Our award-winning customer care team is here for you.

    Contact Support

    Powered by