Price types: Fixed, Per unit, Minimum and Range

You choose a service's price type where you set its price. The question behind it is simple: do you know the exact amount when the client signs? If you do, it's Fixed. If not, pick the type that says what the client is agreeing to, and you confirm the amount when you bill.

• Fixed: one price, such as $500.
• Per unit: a rate for each unit, such as $100 / return. Add a count (× 7) or leave it blank to confirm later.
• Minimum: a starting price, shown as from $400. There is no top.
• Range: a bottom and a top, shown as $400–$600.

Fixed

The price is the amount. A Fixed service can bill automatically when it's due, or wait for you. It's the only type that can be split into milestones, like 50% when the client accepts and 50% thirty days later, because only a known amount can be split into percentages. An invoice can never bill more than what's left on the service.

Per unit

The client sees the rate and, if you added one, the count and the total: $100 / return × 7. With no count yet, they see $100 / return, and that part of the total says it's determined later. A count of 0 counts as no count.

Per unit always waits for you. When you invoice it, the line opens with the agreed rate fixed and a How many box: type the count and the invoice reads 7 × $100. You never retype the rate. A repeating per-unit service asks for the count each period.

Minimum

The client sees from $400, and totals that include it read from too. Minimum always waits for you: the invoice starts at the minimum and you change it to what the work came to. You can bill below the minimum, since that is your own discount, but the invoice warns you first.

Range

The client sees $400–$600. Range always waits for you: the invoice starts at the bottom, and it can never go above the top. That holds everywhere, on a one-time invoice, on every period of a repeating service and when you edit a scheduled payment, because the top is what the client agreed to. A top at or below the bottom counts as no top.

What all four share

• Changing the type on a proposal line: Per unit, Minimum and Range make the line wait for you and remove any milestones. Switching back to Fixed restores how it billed before.
• One-time services with a price you confirm are billed once. More work goes on a new line or a separate invoice.
• Repeating services with a price you confirm show what was agreed and start from it each period: the count's total, or the minimum. Each one needs you, so they are never invoiced in bulk.
• Raising prices works on Fixed and Per unit. Minimum and Range are priced each time you bill, so there is no single price to raise.
• Totals: on the proposal screen they include tax; the PDF's Pricing page shows them before tax, and says so.
• Auto-charge: with a card on file, a price you confirm is charged once you've confirmed it.