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How to add and manage pricing items

Learn how to create, edit, and archive non-physical charges like service fees to ensure accurate invoicing.

User role required: Financial office staff

Pricing items are non-physical charges, like service fees or congestion charges, that you can add to invoices on the web and mobile app. While you can manually add these to individual invoices, preconfiguring static prices in your settings allows your team to quickly and consistently apply standard charges across the system, such as a fixed service call-out fee.

Adding a new pricing item

  1. Navigate to Profile icon > Settings

  2. Go to the Pricing category > Click View on Pricing items

  3. Click Add a pricing item.

  4. Enter a Description for the pricing item, such as "Service fee" or "Congestion charge".

  5. Provide the Nominal code used for your accounting system.

  6. Select the appropriate Tax rate from the dropdown menu.

  7. Enter the Unit price as a number without any currency symbols.

  8. Click Save to add the new pricing item to your system.

Managing your pricing items

If you no longer need a pricing item, you can edit its details, archive it to keep historical data, or delete it completely.

Edit a pricing item

  1. Locate the item in your pricing items list.

  2. Click Edit in the Actions column next to the item.

  3. Update the details and click Save.

Delete or archive a pricing item

You can remove pricing items that are no longer needed. The system handles this differently depending on whether the pricing item has been used on past invoices.

  1. Find the pricing item you want to remove in your pricing items list.

  2. Click Delete in the Actions column next to the pricing item.

  3. Follow the prompt based on the pricing item's current status:

    • If the pricing item is not in use: The system prompts you to confirm permanent deletion. Select Delete.

    • If the pricing item is in use: The system will prompt you to archive it instead. Select Archive.

Advanced Options

You can manage large lists of pricing items in bulk using a CSV file, or download your existing list.

Download pricing items

  1. Click Advanced options.

  2. Select Download pricing items.

  3. The file will download to your browser's designated downloads folder.

Import and update pricing items

You can also add new pricing items or update your existing list via CSV. To learn how to prepare your data and upload it, read how to import pricing items using a CSV and update your existing list in bulk.

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