Wiplist allows you to apply price adjustments to your estimates, purchase orders, bills and invoices. These adjustments can be used to add a fee (such as a project management surcharge or agency fee) or apply a discount, while keeping your original line items intact.
What is a price adjustment?
A price adjustment is a specific Line Item that automatically calculates a percentage (or fixed amount) based on the section it’s applied to.
Positive values add a surcharge or fee.
Negative values apply a discount.
The adjustment will update automatically if you change line items contained within the part, so totals remain accurate without manual recalculation.
Setting up a price adjustment item
Set up a new price item navigate to your Settings, Price List and give it a clear name such as Discount, Surcharge, or Agency Fee for ease of identification. In the Pricing Model drop-down, select Price Adjustment. In the Sale Price choose the percentage (e.g. 25%) or fixed value you want to apply.
For more information on how to set up a Price List Item please refer to the Knowledge Base article Creating a new price list.
Applying the adjustment to an invoice
To apply a price adjustment to an invoice, include the Line Item to the part, Wiplist will automatically calculate the adjustment value (e.g. 25% of the section subtotal).
If you modify or add line items within that section, the adjustment value updates instantly. You cannot edit the adjustment’s calculated amount directly — it always reflects the content of the section.
For more information on how to set up a Invoice please refer to the Knowledge Base article How to create an invoice.
Customising how it appears
You can tailor how this information appears for your clients in Page Layouts, you can choose to show:
The pre-adjusted value
The adjustment as a separate line
The final adjusted value
To assist with any changes to the templates, get in touch with our support team.