Schedule Price Changes for Contract Products

Scheduling actions for contract products allows admins to automate pricing adjustments and billing terms. These changes will be applied automatically when the next renewal invoice is generated.

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Watch the Youtube Tutorial about Schedule Price Changes for Contract Products here

How to Schedule Price Changes in Contract Products

Follow the steps below to set up a scheduled price change.

1. In admin area, go to Products & Services and find the contract product you want to schedule a price change for.
2. Click on Schedule Price Change in the Quick Actions section of the Overview tab.

3. In the pop-up window, choose between:

• Set a total price for the whole product configuration; if you wish to change only the product price.
• Set individual prices for each product and option; if the product includes options and you want to adjust the option prices as well.
• Set the new pricing using a fixed amount or percentage.
• Select the billing term if applicable.
• If the contract product includes product options, configure the price changes for each option as needed.

4. Once everything is set, click Create to save the changes. The new pricing will apply when the next renewal invoice is generated.

How to Edit a Scheduled Price

If you've scheduled a price change and need to make adjustments, follow the steps below:

1. You can edit the scheduled price change from either the Overview tab or the Scheduled Changes tab.
2. From the Overview tab, click View more details on the scheduled price change notification.

3. Then, a window will open displaying the previously set price change, where you can make modifications.
4. From the Scheduled Changes tab, click on the three-dot menu, and select Edit or Delete to adjust or remove the schedule.