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 & 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 a specific employee issues it, 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.

NOTE: To create insurance companies, please follow the steps provided in this article.

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.

NOTE: For more information on raising invoices for third parties, please read this article.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.