How to Set Up Document Default Price?

How to Set Up Document Default Price?

Setting up a default price for documents helps streamline your pricing process by automatically applying a consistent price to your memos and invoices. Here’s a step-by-step guide on how to set up a document default price:

Step 1: Access Configuration Settings

  1. Click on the Configuration button located at the top right corner of your screen.

Step 2: Navigate to Document Default Price

  1. Navigate to the left menu and, from the Pricing section, click on Document Default Price.

Step 3: Configure Default Price Settings

  1. You will be directed to the Document Default Price Overview page. In the Default Price Settings section, choose one of the following options:

    • Wholesale Price
    • Retail Price
  2. After selecting your preferred price option, click on Update Price Settings.

  3. To set by default price for all documents, click on the Restore Default button.


By following these steps, you can effectively set up and manage default pricing for your documents, ensuring consistency across memos and invoices.


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