How Do I Select a Flat Rate Price on an Invoice?

When placing an inventory part on an invoice, the price level on the invoice (normally Price A) determines which of the three prices for the part will appear, Price A, B, or C. However, when a part that has Flat Rate Pricing associated to it, there is also the option of choosing one of the flat rate pricing levels. When a part with flat rate pricing is added to a sales invoice, a new column will appear allowing you to select your flat rate level.  This option will default to the primary repair option for this item.

Select the flat rate level you wish to use and the price will update when you press the Tab key. The price will be locked after the flat rate level is set, although you can still change the quantity and edit the sub-assemblies, if necessary. When the item is initially added, the Flat Rate field will default to the primary repair option.  However, if you only wish to charge for the item itself and exclude Labor charges, you may select None in this field.

Note: The flat rate price for each line item may differ from what is shown in your flat rate price book.  This is normally due to a difference in Tax, since taxes are not displayed per line in ESC.  If the Tax Rate for a customer is the same as the Tax Rate used to calculate rates in your Price Book, then the invoice Total should match what your Price Book shows.

Flat rate tasks can be added to invoices, credit memos and quotes.