Edit account price list

In the customer account price list you can adjust the hourly rates valid for a specific customer account at any time without changing other customer account price lists or the global Die Agenturverwaltung price list.

Changes to the customer account price list have a direct impact on the calculations of the jobs that belong to that customer account.

If 10 hours of graphic design were estimated at €100 in a job, and the hourly rate for graphic design is later reduced in the customer account from €100 to €80, this also affects the calculated result.

In the short video below you will learn how to override the net hourly rates from your Die Agenturverwaltung price list in the customer account price list. In addition, we will see the effect on your agency services that have not yet been invoiced. If you prefer to read the content, just scroll down.

Configuration of the customer account price list

You can configure the customer account price list directly in the customer account. You reach the customer account overview via Project management > Customer accounts.

You reach the customer account price list via the "Price list" tab in the customer account. Here all agency functions are listed with the hourly rates valid for this customer account.

These hourly rates were taken from the parent Die Agenturverwaltung price list at the time the customer account was created. The hourly rates stored in the customer account price list are used for billing jobs of the customer account. If we change an hourly rate, this statistically affects all agency services that have not yet been invoiced.

An example: Currently the function graphic design is billed at €60 net. In our customer account this function provided 12 hours. These have not yet been invoiced. 12 h * €60 equals €720 for graphic design agency services. If we now adjust the net hourly rate for this function and set it to €80, this becomes effective immediately in the report. Now the amount is no longer €720 but €960. However, if we still only have a budget of €720 available, we must ensure that fewer hours are recorded on the job so that it remains profitable.

By the way: From the customer account price list we can reach the parent Die Agenturverwaltung price list via the "Edit agency-wide function list and standard prices" button. There, for example, new functions can be added. These will then be visible in all customer account price lists.