Your system will come pre-loaded with services that we deliver in our own firm, and based on our research with other accountancy firms and leading businesses.

Our pricing wizard will also help you with a starting point when setting up your fees, however you may still want to adjust certain fees and add services not already included in the system.

Here's how you can do that.

Editing Your Fees

The below steps will guide you through the process of editing your fees enabling you to ensure you're getting a fair value for the services you're providing.

Step 1. Finding Your Line Items Page

All of the services on your Create Proposal page can be found and configured in your admin area by going to Configure > Line Items.

On this page you can add new line items (services you offer that aren't already in GoProposal) or tweak existing service fees.

Step 2. Adding a New Service

You can add a new service by scrolling to the bottom of the relevant section on your line items page and selecting add new line item.

Once you have added a new service, you will want to configure the line item content so it has the fees and descriptive content you need.

Step 3. Changing Your Fees

There are two ways you can change your fees within GoProposal.

You can do a global uplift for the monetary values in your system, to do this go into configure then click line items once in here click on global actions & global price adjustment.

When you are in the screen you will have an option to increase or decrease the pricing by either a percentage or by cost

📌It is worth noting that this only impacts fields containing a monetary value and does not impact calculations.

If you wish to edit specific line item fees or the calculation you can edit these for any service by selecting 'edit line' next to the service you want to edit.

A pop up box will appear allowing you to configure several aspects of your service, but we will focus on pricing.

Editing Your Line Items

When you click on "Edit line item" you will see different tabs to edit. As we're focussing on "Pricing" you would need to into this tab

Pricing Type

Decide whether you would like to charge this service monthly or one-off.

Pricing Dropdown

The pricing dropdown allows you to choose from our available pricing methods to decide on your pricing strategy for this service.

For example with Annual Accounts, we would recommend using the Annual Revenue Range pricing method as a foundation for charging this service.

It might be that you want to keep this method but change the values given by the pricing wizard. In this case you would just want to overwrite the values for each range.

🤝 You can find more information on how to use different pricing types, such as fixed prices, variation and number range prices here.

Calculations

More than one factor could be at play when pricing a particular service, so adding calculations to your basic line price will allow you to vary the fee dependent on other factors.

For example in the case of Annual Accounts, you can multiply the basic fee (based upon Annual Revenue) by variants that depend on the quality of your clients records.

For more information on calculations and how they work, click here.

If you have any questions, please reach out to us in the chat box below! 😃