Annual revenue pricing bases service fees on a client’s annual revenue. This is useful for services where the workload depends on revenue, such as annual accounts or VAT returns.
Understand how it works
When creating a proposal, you select the client’s annual revenue range
This selection drives the fees for any services priced using this method
Configure annual revenue pricing for a service
Go to Configure and select Line Items.
Click Edit Line next to the service you want to update.
Select the Pricing tab.
Set Pricing Type to Annual Revenue Price.
Define the fees for each revenue range:
Enter a fixed amount for each range, or
Use the calculation option to multiply the previous range by a set value
Click Save Line Item.
Edit revenue ranges if needed
Go to Configure and select Pricing Tool.
Overwrite the existing revenue ranges with your preferred values.
Optional:
You can also enable a Secondary Revenue Range for more complex pricing.
Your line item fees will now adjust automatically based on the client’s annual revenue range.
See also
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