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 a bill
To apply a price adjustment to a bill, 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 a bill.
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.