Activate the Inventory Pro Gem from the Holded Store to use rates
- Go to Contacts on the navbar
- Click on New contact
You can also assign a rate to an already existing contact. On the contact list, click on the contact you need, select Edit and follow the steps mentioned below.
Assign a default rate to a contact
Keep in mind that you need to have already created rates to use them. Learn here how to do it.
By following these steps, the selected rate will appear automatically on the invoices related to that contact. This way, you won't need to select manually the rate corresponding to the contact every time you create a new invoice.
- Select the Preferences section
- Identify the Rate field, right below the Due field
- Assign to the contact one of the rates previously created
- Click on Save