Assigning a Pricelist to an Account

Owned by Apostolos Karakaxas
Last updated: Aug 09, 2022 by Oleg Melnykov
2 min read

This page explains how an account can be assigned to a specific pricelist. 

Assign a Pricelist to an Account

For assigning a pricelist to an account, you must do the following:

  1. Go to Office > Accounts and click at the desired account. 
  2. At the left column of the Account page, expand Price Lists and click at Assign. 
  3. At the pop-up window> check the desired Price List > click at the button Insert to Selected > click at the button Add.



  4. At the Account page, you can see the assigned Price List at the bottom of the page. 


The Price List will only apply to new subscriptions. For the existing subscriptions of a customer, you need to change the pricing info at each subscription. You can find more information here Changing the Pricing of a Subscription (old)


Deassign a Pricelist from an Account

For deassigning a pricelist from an account, you must do the following:

  1. Go to Office > Accounts and click at the desired account. 
  2. At the bottom of the Account Page, at section Billing, check the desired Price List that you want to deassign and click at the button Deassign

Table of Contents