How to Create a Price List

To ensure accurate invoicing, create an insurance price list in Pabau. This lets you apply the appropriate prices when invoicing appointments.

Step 1: Navigate to Price Lists

Start by logging into your Pabau account. Click on Setup in the left sidebar menu, then click on Objects under "Developer and Other", and then on Price Lists.

Step 2: Create a Price List

Once you're there, click on "New Price Lists". In the General tab of the price list creation page, enter a name for the price list.

In the Rules tab, choose if the price list should be applied only when an invoice is raised in a specific location, when it's issued by a specific employee, and when it's issued to a specific company. If you do not wish to apply any restrictions, toggle the specific location/employee/company setting off. 

In the Pricing tab, provide the prices that will apply to each service when the rules set in the previous tab are met. 

Once everything is set up, you can book an appointment from the calendar. When scheduling, you can choose the payer for the service and select the appropriate price list.