Schedule Price Changes for Contract Products

Automating future price adjustments.

Last updated About 2 months ago

Scheduling price changes allows you to plan and automate billing adjustments for contract products. Changes take effect automatically on the next renewal invoice.

📘 Watch the YouTube tutorial about Schedule Price Changes for Contract Products.

Scheduling a price change

  1. Go to Products & Services and select the contract product.

  2. In the Overview tab, find Schedule Price Change in Quick Actions.

Product & service > Contract product
Product & service > Contract product

  1. You can choose to set a total price for the entire product if only the product price needs changing, or set individual prices for the product and its options to adjust option prices too.

  2. Enter the new price (fixed amount or percentage).

  3. Select the billing term if applicable.

  4. If the contract product has options, adjust their prices as needed.

  5. Click Create to schedule.

Contract product price changes
Contract product price changes

Editing or deleting scheduled changes

  1. From the Overview tab, click View more details on the scheduled change.

  2. Edit the price or details as needed.

Contract product → Overview
Contract product > Overview

  1. Alternatively, go to the Scheduled Changes tab and use the three-dot menu to Edit or Delete the schedule.

Contract Product → Scheduled changes
Contract Product > Scheduled changes