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Add default price book to the client
Add default price book to the client

This article will show you how to change the default price allocated to a client.

Ian Deshays avatar
Written by Ian Deshays
Updated over a week ago

Where a default price is set for a client

When viewing the client details, you will see which price book is set for the client under their settings:

Change a client's default price book

To change the client's default price book, click on the EDIT link in the top-right-hand corner of the Settings box (under the client's details).

Once you click EDIT, you can select that client's new default price book.ย 

Remember to click on the Update button to save the change.

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