Billing & Invoices
Set regular, member, and flat-rate pool repair prices
Price common pool work once, keep an explicit member tier when needed, and let invoices preserve the exact price source used at billing time.
Where: Inventory -> Pricebook -> Add item or Flat-rate starter
- Open the Pricebook and classify the item as a service, material, or equipment item.
- Enter the regular price and, when appropriate, a member price that does not exceed the regular price.
- Use the flat-rate starter to review pool defaults such as filter clean, pump replacement, heater diagnostic, salt-cell replacement, and green-pool recovery.
- Preview every row before saving. Existing pricebook items are never overwritten by the starter.
Good to know
- An explicit member price wins instead of stacking with a plan percentage discount.
- Historical invoice lines retain their price snapshot after the pricebook changes.