Price catalogue

The prices every quote starts from. Saved in this browser and carried in Export / Import. Changing a price here never changes a line you have already edited on a quote. The built-in defaults follow PRICING.md; Reset goes back to them.

Client

Appears on every document. Hit Save client once and it's in the picker above for every future document.

Package

Sets the base price. The page count drives extra pages automatically.

To bill a monthly line annually (12 months less the annual discount), tick Bill annually on that line under Lines on this quote.

Add-ons

From the published menu. Extra pages are added automatically from the page count.

Services

Setup fees and monthly retainers, from PRICING.md §3A. Retainers are month to month for the first 90 days, and the quotation says so. Every price can be changed on the line for this quote.

Lines on this quote

Every line, editable for this quote only. Changing a price here never changes the catalogue; the Internal record lists anything priced differently. ↺ puts a line back to the catalogue, × takes it off.

Where in the range

Only for the lines on this quote that have a price range (a service given a from–to price in the catalogue). It sets those lines and nothing else. A figure typed on a line wins.

Invoice

Which invoice is this?

Receipt

Confirms a payment received against an invoice.

Terms

Defaults come from the price catalogue.

Document options

For this quote only.

Your details

Appears on every document. Saved in this browser only, never in the page source, and carried in Export / Import. Invoices need the banking details.