Set an offering's price and tax

Give a bookable service its default price, pricing model, cost and tax so quotes and invoices fill in the right numbers when you add it.

In the sidebar, open Settings, then choose Services under Jobs & Booking. The page address is /settings/org/schedule-offerings. Open an offering with Edit (or start one with Add offering) and scroll to Pricing and tax settings in the drawer.

Before you start

• Your role needs permission to change offerings and to see pricing. If the section is missing, ask your admin.
• These are defaults. You can still change the price on any single quote or invoice line.
• The organization's currency must be set up; if it is not, Create offering is disabled until an admin fixes it.

Steps

1. Pricing and tax settings is open when the drawer opens. Press its bar to fold it away; folded, its summary line shows the pricing model, price, tax and status at a glance.
2. Next to Commercial status, leave the switch on so it reads Active and the offering can be added to quotes and invoices. Switch it off for Inactive.
3. Under Pricing model, choose how you charge: Flat rate, Hourly, Per quantity, Per person, Per night, Per unit or Custom.
4. Check Currency, then type the Unit price and a Default quantity (usually 1).
5. Under Cost strategy, leave Default unless you track cost a particular way, and type a Default unit cost if you want margin worked out for you.
6. Under Tax treatment default, say whether the service is normally taxed: Taxable / profile-driven, Zero-rated, Exempt or Out of scope.
7. Press Show advanced to set a Tax category and Tax code or a fixed Tax rate (%), plus Effective start and Effective end dates, Bundle role and Recurring plan code. Press Hide advanced to fold them away again.
8. Press Save changes at the bottom of the drawer, or Create offering for a new one.

What you see

• After you save, the drawer shows a Commercial preview with Resolved Unit Price, Resolved Discount, Margin and Preview Subtotal, which is what a quote line would show today. On a new offering the preview says to save the offering first.
• Rows in the Offerings list do not show the price; open the offering to see it.

If something looks different

• The folded summary reads "No price set": no price has been set yet.
• Currency says historical pricing is read-only and the price fields are greyed out: the offering was priced in a currency your organization no longer uses.
• Default unit cost or Margin is missing: your role can see prices but not costs.
• You need a price on a part rather than a service: see Add a product or part.

Open Services