Keep the service catalog current and review old proposals before changing prices used for new sales.
Why this matters
Catalog items make pricing easier to reuse. Set each item's contents, tax treatment, and price clearly, then check a sample proposal or invoice before offering it to a client.
Before you start
Know the intended price and tax treatment before changing a catalog item used on future invoices.
In Releventful
Click Billing & Sales > Manage Packages or Manage Add-Ons, then open the item to change.
Click Edit, update its name, contents or future price, and click Save.
Add it to a new sample invoice to verify the result; open already-sent proposals separately before changing a quoted price.
A useful decision
Catalog changes prepare future sales. Before changing an existing event, check what was already quoted or accepted and revise that event's proposal or invoice only when appropriate.
Check the result
Add the item to a sample invoice and inspect the total before using the new pricing with a client.
Important to know
A catalog price change is for future use; review a price already quoted on an existing event separately. Check tax and service charges on the client document.