One-Time Price Configuration

You can edit the price definition, price tier configuration, and scheduled charges of a one-time price after you select the product from the Add Order Item window. A one-time price can have price tiers or scheduled charges for configuration, but not both. You can also edit the configuration while the order is in Draft status.

If you are configuring the order item on the Add Order Item window’s Configure Item tab, select the One-Time Price tab. This configuration can be changed later, if desired, before confirming the order.

One-Time Price Configuration (adding item to order)

NOTE: If you use the Avalara Communications Tax processor, the price will also include Tax Inclusive, Tax Exclusive, or No Tax.

One-Time Price for Avalara Communications Tax Processor

If you configure the order item after it has been added to the order (accessed from the icon), you will use the Configure One-Time Price window.

Configure One-Time Price Window (after item is added to order)

The following price configuration options are available for a one-time price, without scheduled charges.

• Taxable — Not editable.

• Recurring Price — However, if you are using the Add Order Item window’s Configure Item tab, you can go back to the Select Item tab and select another price for the product if more than one price is available. By going back to the Select Item tab, you are removing the item from the order and then re-adding it with the price you want.

• Price Definition:

  • Price Group: Select a price group to associate with the order item and the resulting service.

• Price Tiers*:

  • Starting Qty: The starting quantity of the tier. This field is automatically populated based on the previous tier’s Ending Quantity and cannot be edited. The first tier always starts with zero.

  • Ending Qty*: Edit the ending quantity of a tier. When the ending quantity is changed, the starting quantity for the next tier is automatically adjusted to prevent gaps between tiers. The final price tier must have a blank ending quantity.

  • Price*: Edit the price for a price tier. One price tier is required.

  • Add Price Tier: Click Add Price Tier to add a tier to the list. Enter the tier price and the ending quantity, if needed.

The following additional configuration options are available for a one-time price with scheduled charges:

Configure One-Time Price with Scheduled Charges (adding item to order)

Configure One-Time Price with Scheduled Charges (after item is added to order)

• Price Definition:

  • Price Group: Select a price group to associate with the order item and the resulting service.

  • Order Price*: Enter a price for the one-time order price.

• Scheduled Charges*:

  • Description*: Enter a description for the scheduled charge. For example, “First Payment”.

  • Date*: Enter the date for the scheduled charge to be billed.

  • Amount*: Enter the amount for the scheduled charge. The total of scheduled charges must match the Order Price.

  • Add a Scheduled Charge: Add another scheduled charge to the order item by clicking Add Schedule Charges. Enter the description, date, and amount for the new scheduled charge. All scheduled charges must equal the total shown below the fields.

When finished, click Add (Order Item window) or Configure (Configure One-Time Price window) to add the price.

 

 

 

Topic updated: 04/2024.