Working With Custom Pricing Sets

25Live allows you to invoice selected event occurrences in custom pricing sets. For example, you may want to create custom sets for:

  • Billing for only one month in a long series of event occurrences
  • Invoicing only those occurrences that use specific locations or resources
  • Making price adjustments for only some occurrences within related events

You can create additional, separate invoices for every pricing set you make.

Warning: Be Careful Deleting Pricing Sets

We don't recommend deleting pricing sets unless you're absolutely sure they are not being used anywhere. Deleting a pricing set that has been used can result in an "orphaned" invoice that is difficult to revisit or work with.

To Create a Custom Pricing Set

1. Go to the Event Details Pricing View

Pricing View LocationImage: The Pricing view is available from Event Details.

Tap or click on the event's name from any view to go to the Event Details, then choose the Pricing view.

If you created a new event, you could also choose to go to the Event Details immediately after saving the event.

Tip: Related Events Pricing

You can also include related events and their occurrences in a pricing set.

2. Use the Create Pricing Set Button

Location of Create Pricing Set buttonImage: The Create Pricing Set button is available next to the dropdown menu.

Use the Create Pricing Set button next to the "Select Pricing Set" dropdown menu.

Pricing set configuration optionsImage: New pricing set configuration options.

3. Enter a Name

Below the list of occurrences, complete the Name field.

You can choose to check the Include Event Type checkbox. 25Live will also include the event's Requirements in the pricing set data.

4. Choose Occurrences

All occurrences for the event will appear in a list. Use the checkboxes to select which occurrences to include in the pricing set.

Select the down arrow button under Date Range Applied to filter the occurrences that appear in the list by date range.

Image: Use the calendar picker to select the date range to filter by.

5. Choose Requirements

You can type in the Filter search box to narrow down which requirements appear in the list

6. Save Your New Set

Use the Create Pricing Set button to save your new set.

To Apply an Existing Pricing Set

Note: Custom Pricing Sets Are Not For Draft Events

Custom pricing sets cannot be used on events with a Draft status.

1. Go to the Event's Details Pricing View

Pricing View LocationImage: The Pricing view is available from Event Details.

Tap or click on the event's name from any view to go to the Event Details, then choose the Pricing view.

2. Select a Set

Use the Select Pricing Set dropdown menu to choose an existing pricing set.

3. Take Actions or Delete the Set

You can print your page or send the set to 25Live Accounting for invoicing. Soon, the functionality to send pricing set data to reports will be available.

Use the Delete Pricing Set button if you need to remove an existing set.

To Print Invoice From Custom Pricing Set

1. Create or Select the Pricing Set

Using the instructions above, create and/or select a custom pricing set.

2. Use the Print Invoice Button With Custom Set Selected

Generate custom invoiceImage: You can select a custom pricing set to print an invoice for selected items.

Use the Print Invoice button with your pricing set selected to create a custom invoice.