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EagleRepro

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About EagleRepro

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  1. I am not fully sure how to explain this one, but I'm going to try and hopefully it makes sense. In our business, we have different "tiers" for clients. So client "A" may be set to only pay X amount of dollars per page, while client "B" pays XX amount. When we were small, this wasn't an issue as I knew every client by name and I remembered who paid what and so forth. But now that we have grown, I am still the only worker here, but with over 70 clients I have found it impossible to remember what each person pays. So here is my question: Is there a way to setup a Customer so that when I click on New Invoice, and select the company name, the Price Per field auto populates with what they should pay. As in, can I set a predetermined price per client and have it default to it for that client? To explain a little better, I'll tell you this: We print blueprints for people, and everything is done by Square Footage. Companies that only order a large amount of prints at a time get a better price for their square footage. So say Company A's price is .12 per sq ft - I'd like to go into their profile and set that pricing so that when I click on Company A and it populates, all I have to do is enter the quantity, and the pricing is already correct. Because right now I have an excel spreadsheet with every company listed and what they pay, and while that works, it is a pain in the butt to have to open that spreadsheet and constantly check it to see what someone pays. It would be really nice if I could just say - Company A = .13 Company B = .30 Company C = .22 And so forth. Is there a way to do this? (Note: I tried entering Private Notes when creating a new client, but the only way to see the notes is to go to the customer list and click on the customer, as it doesn't auto put those notes in a new invoice under the private tab.. otherwise I'd just use that.)
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