Managing Price Details
In the Price Record, under the Details tab, manage general price information, including the name, availability dates, and amount of the price, as well options that determine how the price functions, such as whether the price is taxable, deferred, prorated, and more.
Note: Once a price has been used by a customer in the system, certain fields in the Price Record will be grayed out and can no longer be changed.
In the Price Record, click the Details tab. Settings under the Details tab can be found under two menu options: General Info and Additional Info.
General Info
Under the General Info menu option, manage the following settings:
- Code
- Name
- Description
- Available From and Until Dates
- Has Formula (Membership Products only–applied to membership products that use a dues formula instead of a flat price.)
- Amount
For additional information on these fields, please see the help topic, Creating Product Prices.
Additional Info
Under the Additional Info menu option, manage the following settings:
Note: Once the price has been used by a customer in the system, all fields under the Additional Info menu option except for "Allow Installments" and "Allow Bill Me" will be grayed out and cannot be changed.