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Setting default price list

Note

To use price lists, the feature needs to be unlocked for your account. If you are interested, please contact support@billwerk.com.

You can set a price list as a default price list for an entire plan group. New contracts will use this price list if no specific value is passed. When creating a contract, it is still possible to select another price list.

  1. In the menu, click Products.

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  2. Click the

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    icon on the right side of the Plan Group selection.

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  3. Click the

    Edit

    icon in the row of the plan group you want to set a default price list.

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  4. Select the desired price list from the Default pricelist dropdown list.

  5. To save your input, click the Save button.