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What are Customer Pricing Options?
What are Customer Pricing Options?

Apply Customer-level discounts for service, retail and rentals items. Plus, you can also apply tax exemptions.

Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

The Pricing Option section of the customer's profile allows you to set/fix discounts for the client that will automatically apply to their future orders. This is also where you can apply a customer-level tax-exemption for clients that should not be taxed. ie. a Church.

In the Customer Profile page, you are able to add a permanent percentage discount to service, retail or rental products that will automatically apply to each order.

If you have Discount Groups that that you created within the product builder, they can also be assigned to the client in the Pricing Options section.

Lastly, you can even set your client to be exempt from being taxed, b selecting the tax rate to exempt and entering a tax exemption number. (How do I tax exempt a customer?)

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