Products and pricing lines
Creating a product
A product describes a reusable billable item. When creating one, you fill in:
- its label and type (category);
- its billing frequency (monthly, annual, etc.);
- an optional notice period (in months) for cancellable services;
- a specific VAT rate if it differs from the institution’s default rate.
Composing a price schedule
A price schedule is a list of lines, each linked to a product, with an amount and a type:
- Mandatory: applied automatically to every relevant student.
- Optional: added only if it has been checked on the student’s record.
- Conditional: subject to a rule based on the student’s data.
Each line can be restricted to a specific school level, or scoped to “Whole school”.
The “Whole school” scope is still being hardened technically: check that it applies correctly on your first invoices before relying on it broadly.
From schedule to invoice
When a pupil is enrolled or invoiced, the mandatory lines from their level’s price schedule are automatically included; optional lines are only added if the family has subscribed to the service.