➡️ If you're using LSP.expert V1, click here.
When you're in a job, you see that an income estimate is calculated on the left.
This income estimate is calculated according to the specific rates you defined at the client level for this service (Prices tab of the client) or on your general rates defined under Settings > Prices > Clients. This estimate is excluding taxes and takes into account the discount or supplement you might have defined in the job.
Good to know:
The price in a job is locked, meaning that if you change a price at the job level, it won't automatically update your rates at the client level.
If you defined a fixed price for the job, the income estimate will be this fixed price.
If you created a quote for this job, the income estimate will be the same as the job line total in the quote.
If you selected the 'Time-based invoicing' option for the job, the income estimate will be calculated based on your time tracking entries for the job.
If the job has already been invoiced, the price mentioned is no longer an estimate but the actual amount invoiced.
To view the details of the income estimate calculation, you can click on 'View pricing computation details' (under the estimate).
A pop-up will open, giving you all the details of the calculation:
To change the price in a job, click on Edit in the Billing panel of the job. In the popup that opens, you can change the unit cost (as said above, this won't update your unit cost for this service at the client level) or select another price or another invoicing type. You can also add a discount or an extra charge.
If you're using LSP.expert V1
When you're in a job, you see that an income estimate is calculated on the left.
This income estimate is calculated according to the rates you defined at the client level for this service (People > Clients > Services). This estimate is excluding taxes and does not take account of any discounts given on the invoice.
If no rate is defined at the client level, we are unable to estimate the income for the job (and we tell you that with a message in the job).
If you created a quote for this job, the income estimate will be the same as the job line total in the quote.
If you selected the 'Time-based invoicing' option for the job, the income estimate will be calculated based on your time tracking entries for the job.
If the job has already been invoiced, the price quoted is no longer an estimate but is the actual amount invoiced.
To view the details of the income estimate calculation, you can click on the amount.
A pop-up will open, giving you all the details of the calculation:
You can edit your rates in that pop-up and the system will automatically update your rates at the client level.
