You can can adjust the rate for a client's service anytime by editing the rate on the invoice directly. Using the same method, you can support sliding scale pricing.
Once you edit the rate for a specific client and service type, Blueprint will remember that rate and apply it to that client's future invoices by default.
This allows you to maintain different rates for different clients while keeping your base rate for that service the same.
How adjusted rates (sliding scale) work in Blueprint
Instead of setting sliding scale pricing globally, the rate is adjusted directly on the invoice. When you change the amount for a service on an invoice, Blueprint will remember it as the new rate for that client and use it when populating the client's future invoices for the same service.
When you adjust a rate on an invoice:
The adjusted rate applies only to that client
The adjusted rate applies only to that service type
The adjusted rate will be used for new invoices moving forward
Existing invoices will not update automatically
If you need to change the rate again later, you can simply edit it on a future invoice.
How to initially set a sliding scale rate
Open the invoice that you'd like to adjust the rate for. To open an invoice, navigate to the client's profile. In the Billing tab, click the invoice to open it:
Edit the rate in the Amount field, then click Save:
Once saved, Blueprint will remember this adjusted rate and use it for future invoices for that client and service.
Now that the rate has been adjusted and the invoice has been saved, feel free to charge the card on file, send the client a payment link, or finalize this session with 1-click.
What to know before finalizing an invoice with 1-click
Before charging a client's credit card, sending the client a payment link, or finalizing a session with 1-click, always review the invoice.
While Blueprint does use the previous rate to populate future invoices for that client, it's still recommended to review the invoice and ensure everything looks correct before charging the client's card.
