Visma Advisor
Work with price per transaction
These are step-by-step instructions for working on tasks with price per transaction- from task and customer settings to working with time registration, invoicing and follow-up.
Define activities for time registration
In Settings - Tasks you can edit the tasks that come with the program and you can also add your own. You can specify which activities you want to use for time registration of a task. Specify whether each activity will be used for price per hour or transaction. In this case, select Price per transaction.
Pricing the activities in the price lists
You can price activities in the price list once you have created a task. Price lists are created in Settings - Price lists. Here you can price the activities on the Price per transaction tab. Specify the price per transaction and how long each transaction is estimated to take.
Select a price list for a customer
Once you have created your price lists, you will be able to select them for customers in the customer register. You can specify that one of your price lists is to be used as a standard price list. This means it will be selected automatically when a new customer is created.
To simplify things, limit the number of price lists you create. Maintaining and updating fewer lists is easier to handle.
Add tasks to a customer
On the Tasks tab in the customer register, you can add the tasks the agency performs for the customer.
Select type of pricing for the task
On the Pricing tab in the customer register, you can add the pricing that will be applied for each task. In this case, select Price per transaction.
Time registration, invoicing and follow-up
You can now start to register time per customer, task and activity. If you select an activity with the Price per transaction setting, specify the time worked and the number of transactions. The estimated time per transaction given in the price list is used in conjunction with time registration in order to calculate and save chargeable time for the registration. The chargeable time per time registration is calculated by multiplying the number of transactions by the estimated time per transaction. Once the registration is included on the invoice basis, the hours are considered as invoiced instead. The hours are used later when calculating the utilization ratio per employee.
You also have the option to register hours to be invoiced in addition to the agreed price per transaction. You can then select an activity in the time registration dialog that has the Price per hour setting and thereafter select the box Chargeable time in addition to number of transactions. The Chargeable time field is displayed and you can register the number of hours you wish to invoice the customer. The price is taken from the price list linked to the customer.
Change from price per hour to fixed price
You have a price per hour pricing task for a customer and you have time registrations entered on a later date than the Valid from date of the fixed price, the time registrations made will now be automatically moved to the new pricing.
Read more on how you change the pricing in Change pricing of a customer task.
