Invoicing Flat Rate Parts

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.

Select the flat rate level you wish to use and the price will update when you press Tab. 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 required. Leave the column blank to ignore the labor and trip charge/inspection fee portion of the task and just use the material price instead.

Note: The flat rate price shown on the line item does not include tax so it may not match your flat rate price book. Ensure the tax code on the invoice matches the tax built into your flat rate price and the invoice itself should be correct. See this topic for more information on how to include the tax with the line item when the invoice is printed.

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