Automatically Apply Rate Sheet to Invoices

[erinpbradley]

I used the new Client Specific Pricing Builder to create a rate sheet for our time & materials billing. It is applied to all customers & locations.

However, when I am invoicing, I notice the invoices have No Rate Sheet applied. I have to choose to switch to the rate sheet and recalculate prices.

I feel like I'm missing something. Is there not a way for the rate sheet to be automatically applied to the invoices?

[erinpbradley]

I am trying to do Client Specific Pricing, but I'm making it the default rate sheet for all customers since I'm using it to create materials markup rules for time + materials billing. 

I *think* I got it figured it out. I believe the invoices that were created prior to the rate sheet being selected as default do not have a rate sheet. But all of the new ones that are being created now have the correct rate sheet selected automatically!

[reneem]

Are you trying to do Client Specific Pricing? or Dynamic Pricing? 

Dynamic Pricing would be for everyone (except your client specific pricing).