How do I choose a Price Level for a Task on my invoice?

In order to do this, the Task you select must have Price Level's setup correctly in your pricebook inside of SuccessWare21 in the office.

On the Edit Invoice Item screen, scroll down to where it says "Price Level" as seen below:


Select the drop down where it says Standard Price to open up and see the other options, such as the one below:

 Select the appropriate option for your situation.

After clicking Done you will see the price change to match the appropriate level you have selected.


If you require further assistance on this topic, please reach out to SuccessWare21’s support team - 

Phone: 888-251-2779

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