Jump to content
EagleRepro

Can We Set Custom Payment Parameters?

Recommended Posts

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.)

Share this post


Link to post
Share on other sites

There's not a direct way that I know of to accomplish what you want. We have a similar situation. We have different pricing tiers for different companies. We have gotten around it by indicating in the item number code what "tier" it is. For example we have a "W" for Wholesale customers, and "R" for Retail customers, and other such codes. Perhaps if you had a master list of your 70 clients printed out or easily accessible near your computer, you could know right off which tier they're in. For example, Head a column as Tier A, then list all the companies in that tier. Then you could pick the item codes that start with "A".

 

Hope that helps a little!

Share this post


Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.


×
×
  • Create New...