BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
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On this page
  • Activate and Configure Price Segmentation
  • Connecting a Price Segment to a Customer
  • Connecting a Price Segment to a Product

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  1. APPS - INTEGRATIONS

Price Segmentation

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Last updated 3 years ago

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'Price Segmentation' allows you to set multiple prices per product. Depending on the type of customer, the segment they belong to, the appropriate price is retrieved and displayed when creating a proposal or an invoice to that particular customer.

Activate and Configure Price Segmentation

To activate price segmentation:

  1. Navigate to the top right corner of the screen (email address) and select 'Apps and Integrations' in the menu.

  2. Check the list of 'Apps and Integrations Related to Customers'.

  3. Click the green button 'Activate' on the line mentioning 'Price Segmentation'.

Price Segmentation has to be

  1. activated (click the green button 'Activate')

  2. configured (click the yellow button 'Configure')

In this window, click the green button 'Add Price Segment' (top right). The names of the price segments can be chosen at will and are never visible to the customer. Often used categories may be consumer prices (B2C) or prices for other professionals (B2B). Naming and using price segments is determined by your own price setting policies.

Connecting a Price Segment to a Customer

After creating a price segment, you have to connect the right segment to the right customer(s). To do so, navigate to a customer file. If you're going to 'Edit' a customer file, an additional field will emerge -> 'Price Segment'. It will display the different price segments that you created earlier:

Select the preferred segment and click the yellow button 'Save' at the bottom. For every invoice that is now created for this customer, BestInvoicing will use the chosen price segment.

Connecting a Price Segment to a Product

In order to be able to use price segments, you need to set the appropriate price for each segment on the level of the product/service itself. In order to do so, open a product file:

On the right side, a new title has appeared: Price Segments. Click the yellow 'Edit' button next to it to modify. You will now see the different segments you've created, and next to those is the price of the original product or service.

You can now change the price per price segment. Example:

Price Segment
Price excl.
VAT %
Price incl.

(no segmentation)

120

10%

132

B2B

100

10%

110

B2C

130

10%

143

Would you like to set a specific price for each customer? In that case, create a separate price segment per customer and then connect your customer to it in order to set a separate price.

Are your price segments based on a certain discount percentage? In such case, you might want to consider using . This way the discount amounts are automatically calculated and you don't have to add them all manually.

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