Learn how to customize pricing for your individual products as you create quotes and subscriptions.
Access the product details window on a quote or subscription
When adding products to a quote or subscription, you can access the Product details window by clicking the pop-out box icon to the right of a product row. The product details window gives you additional fee and billing options for your product depending on the pricing type.
Fee and license product details on quotes and subscriptions
If your product has a Fee or License pricing type, the product detail options are:
Display as 'Included': If a product is displayed as included, it will no longer have a price and will have 'Included' in the total column of the quote or subscription.
In arrears or In advance (in advance is the default).
In arrears: The product is billed at the end of the service period.
In advance: The product is billed at the beginning of the service period.
Usage product details on quotes and subscriptions
If your product has a Usage, Committed Usage, or Percentage pricing type, the product detail options are:
Batch: A group of units being sold (batch size is 1 by default).
Batching allows you to bill a product in bulk.
Display as 'Included': If a product is displayed as included, it will no longer have a price and will have 'Included' in the total column of the quote or subscription.
In arrears or In advance (in advance is the default).
In arrears: The product is billed at the end of the service period.
In advance: The product is billed at the beginning of the service period.
Tier type: How pricing will be affected as usage increases.
Volume: Applies the same rate to all units in the range.
Graduated: Applies different rates to each tier based on quantity.
Example: Product with a quantity of 150 units
Tier 1: 1-100 units at $3/unit
Tier 2: 101+ units at $2/unit
Volume: All 150 units charged at $2 = $300 total
Graduated: 100 units at $3 + 50 units at $2 = $400 total
Adding a pre-purchased amount:
For the usage pricing type, click Add to include Precommitted usage
For the percentage pricing type, toggle on Include prepurchase
Important: When adding a batch size, you must change the unit display to Show batch size and unit name in the quote under the unit cost to enable.