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.

To Create a Custom Pricing Set

1. Go to the Event Details Pricing View

Image: 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.

2. Use the Create Pricing Set Button and Choose Occurrences

Image: 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.

Image: Options when creating a new pricing set include the ability to filter occurrences.

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

You can type in the Filter search box to narrow down which occurrences appear in the list. Filtering is available for any data shown in the columns:

• Already Billed - The value of this column shows whether this occurrence has been previously included in a pricing set. This value is merely informational. You can select it again.
  • Note: This column does not indicate whether or not the occurrence has been invoiced or billed.
• Name
• Title
• Start - Using this or the End column, you could filter by day of the week or month.
• End
• Rsrv Comment (Reservation Comment)
• Locations
• Resources

For example, you could use the filter to only show occurrences that use a specific location you wish to invoice. Or, you could filter to select only occurrences within a particular month.

3. Name Your New Set

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. Make Any Adjustments, If Needed

Image: Each line item has an Edit button to make adjustments that apply to this pricing set.

Make pricing adjustments for this pricing set, if needed. Adjustments made here will not affect the Standard Event Pricing. Look below the itemized list to view the adjusted total.

Once you save your new custom pricing set, any additional Standard Event Pricing adjustments will not apply to this set.

5. Save Your New Set

Scroll back up to the Name and Event Type heading and use the Create Pricing Set button to save your new set.

6. Take Actions With the New 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.

To Apply an Existing Pricing Set

1. Go to the Event's Details Pricing View

Image: 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

Image: Use the dropdown menu to select an existing pricing 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

Image: 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.