Skip to main content

How to Assign a Price List on Client Card?

  • Updated

To assign a Price List on the Client Card, head over to Details-view, under the Default Hourly Fee's section, click on the Set Default Case Fee selection.

3.png

The following dialog will appear with the Price List option pre-selected, enter the Price List name in the field.

6.png

Select the Price List you want when it appears in the drop-down dialog.

9.png

Click the 'Tick'-icon, and you are done.

12.png

To learn more about removing the Price List on Client Card, click here.

 

 

Note:

1. Ensure that you are a Client Manager, a Case Manager or a User with 'Assistant'-role set up to be able to assign Price List on Client Card.