Billing price lists—Contracts

Use billing price lists to create pricing strategies for items whose prices are determined based on a fixed fee, the quantity used, or the contracted quantity. You can enter prices per thousands, define discount tiers, set minimum flat fees, and more in a billing price list. You can also have multiple billing price lists. For example, you could have one billing price list per customer.

The billing price list is a container for billing price list entries. You create the list name and then create the billing price list entries associated with the list.

When a user creates a contract, they select a billing price list to use for that contract. Then when the user creates a contract line and selects an item, Sage Intacct suggests a price based on the combination of the item, currency (if applicable), and price list entry start date.

You can view, add, edit, or delete a billing price list from the Billing Price Lists page. To view the price list entries for a list, select Details next to the corresponding price list.

Add a billing price list

Adding a billing price list creates a container for price list entries. You can create as many billing price lists as desired.

After you add the billing price list container, you need to add the billing price list entries to the list. Learn more about adding billing price list entries.

1. Go to Contracts > Setup and select Add (circle) next to Billing price lists.

2. In the Name field, enter the billing price list name.

   This name will appear in dropdown lists.

3. In the Description field, enter a meaningful description.
4. Use the Status dropdown to indicate whether the billing price list is active or inactive.

5. Select Save.

Import a billing price list

Billing price lists and price list entries are imported together in a single file. See Import billing price lists for more information.

Edit a billing price list

You can change the billing price list's description or status. You cannot change the name of the billing price list. If you want to edit the billing price list entries, see editing a billing price list entry.

1. Go to Contracts > Setup > Billing price lists.

2. Find the billing price list that you want to edit.

3. Select Edit at the end of the row.

4. Edit the Description or Status fields.

5. Select Save.

1. Go to Contracts > Setup > Billing price lists.

2. Select Edit next to the desired list.
3. Edit the Description or Status fields.

4. Select Save.

Delete a billing price list

You can delete a billing price list if it has not been used by any contracts. This removes the billing price list from Intacct. Alternatively, you can deactivate the billing price list (change the status to Inactive), which prevents it from displaying in any dropdowns but retains the price list for historical purposes.

1. Go to Contracts > Setup > Billing price lists.

2. Find the billing price list that you want to delete.

3. Select More actions > Delete at the end of the row.

4. Select Delete to confirm.

   Depending on your user preferences, Intacct might prompt you to confirm the deletion.

1. Go to Contracts > Setup > Billing price lists.

2. Select Delete next to the desired list.

   Depending on your user preferences, Intacct might prompt you to confirm the deletion.

3. Select OK.

Deactivate a billing price list

You can deactivate a billing price list (change the status to Inactive) if it has not been used by any contracts. This prevents it from displaying in any selection lists but retains the price list for historical purposes.

1. Go to Contracts > Setup > Billing price lists.

2. Find the billing price list that you want to deactivate.

3. Select Edit at the end of the row.

4. In the Status field, select Inactive.

5. Select Save.

1. Go to Contracts > Setup > Billing price lists.

2. Select Edit next to the desired billing price list.
3. In the Status field, select Inactive.

4. Select Save.

View a billing price list

1. Go to Contracts > Setup > Billing price lists.

2. Find the billing price list that you want to view.
   

   Need help finding a billing price list?

   • Records designated as Inactive do not appear in the list by default. To view these records, select Filters at the top of the list and select Remove next to the Status filter to remove it.

   • When you access the list from the top level, you initially only see records created at the top level. To see records created within entities, select Filters and then select Include entity records. Select Apply to update the filter.

3. Select the price list's name.

1. Go to Contracts > Setup > Billing price lists.

2. To view inactive billing price lists, select the Include inactive checkbox.
3. If you accessed this page from the top level of a multi-entity shared environment, you can view billing price lists created in all entities by selecting the Include private checkbox.
4. To view the details for a billing price list, select View next to the desired billing price list.

View billing price list entries

From the Billing Price List Entries list, you can view, add, edit, or delete price list entries. You can also view the history for a billing price list entry.

1. Go to Contracts > Setup > Billing price lists.

2. Find the billing price list containing the entries that you want to view.

3. Select Details.

   The Billing Price List Entries list appears. Learn more about billing price list entries.

Alternatively, go to Contracts > Setup > Price list entries.

Field descriptions

Billing price lists field descriptions

Field	Description
Name	The name of the billing price list. The name will appear in the billing price list dropdown list for users to select in a contract.
Description	A meaningful description of the billing price list. For example, "billing for high-volume customers".
Status	The default status is Active. If you’re no longer using this billing price list and do not want it to appear in dropdown lists, choose Inactive. You can still view inactive lists by modifying the filters in the list.
Details	Links to the Billing Price List Entries for the corresponding billing price list. Select this link to view, add, edit, or delete billing price list entries for the corresponding billing price list. This link appears on the Billing Price Lists page.