How to Create a Pricebook
Edit
Pricebooks is where you edit pricing and billing rates for whatever customers use that pricebook. You can have as many pricebooks as necessary, even one per customer if they have different billing rates for the same agent tier.
1. From the nav menu, select Pricebooks under Finance.
2. Select the Add Pricebook icon.
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3. Name the Pricebook. If using it for multiple customers that have similar billing for agent tiers and rates, you can provide those notes or customer names in the Notes field.
4. Enter the information and select Submit to save the pricebook.
5. From the pricebook, add the customer or customers that reference that pricebook. Save that and the date.