Create and Apply Price Change Using the Pricing function

Learn how to create a price update using the Pricing function, select your affected customers, notify customers and rollback if needed.

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17 steps
2 minutes

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Please note that the Pricing feature is only available on the **Ultimate** subscription.

Click into 'Pricing'.

Click 'CREATE' in order to create a pricing update.

Here you can edit the name and description of the pricing update. Whilst the name is mandatory, the description is not.

Then, you can choose whether the price change will be by **percentage** or a **fixed** update. You can also choose the date of the pricing update. Please note that the pricing increase will **not** be applied automatically. This date is for your viewing only to remind when the update needs to be manually run.

If percentage, you will also need to change the percentage value of the update, along with your rounding value - do you want the price increases to be rounded to the nearest 1p, 10p, 25p, 50p of £1.

Ensure to click 'SAVE' once completed.

Please note that the date chosen relates to when you *plan* to manually apply the price change - price changes are **not** applied automatically.

Now, you can select your affected customers or jobs for the change to be applied to.

You will need to create filters to generate your desire audience. You can select the 'Field' drop down menu to filter for certain aspects. For example, if we want to filter for all **active** customers, we would use State > is > active. Make sure to save each filter.

You can also combine filters with 'AND' or 'OR'.

In this example, we are going to combine with 'AND' and add a new filter that is GoCardless > is not > active. Together, this will generate an audience containing only **active** customers **without** an active GoCardless mandate.

If you combined these with 'OR' the system would check for each customer that qualifies for **either** of these, not both.

Ensure to save the overall audience once filtered appropriately.

You can view the number of customers in the filtered audience here. You can also edit or clear the audience.

On the overview of the price update, you can click the top right three dots to Edit the update if needed. You will also see the option to Remove the update completely.

If you want to notify the affected customers, you can select 'Notify' in this menu, and confirm this on the prompt. This will use the Email/SMS Price Change Message Template as set in Settings > Notifications & Messages.

You can also Apply this update via this menu. This will apply the price change instantly and take affect on the customer's next due job. You will also need to confirm this on the prompt.

Once applied, you will be able to **rollback** the pricing update via the same three dots menu if needed.