Visma Advisor
Link a price list to a customer
When you have added a price list, it's available to link to a customer, via the register of customers. Follow these instructions to link a price list to a customer:
- Go to Customers .
- Select the customer that you wish to connect to a price list.
- Select Customer information.
- In the field Price list, you select the price list valid for the customer.
If there already is a price list linked to the customer, and you select another price list, all the time registrations that not yet has been invoiced will be converted according to the new price list.
- Select Save after you have selected a price list.
Now there is a price list linked to the customer. You decide what pricing method that is going to apply for respective assignment via the Pricing tab.
Related topics
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Pricing of a customer task |
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Price lists |
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Add a new period facing a price change |
