Price types
A price type names something you charge for — a service fee, an initiation fee, a courier fee. Your organisation decides what the list holds. Adding a new charge is something you do on this screen, not something that waits for a release.
Every price you set, and every account type that reads a price, names a price type from this list.
What a price type carries
| Field | What it is |
|---|---|
| Key | The short name everything else refers to, such as service-fee |
| Label | What people read on screen, such as “Service Fee” |
| Kind | Amount for money, Rate for a percentage |
| Active | Whether the type is offered when someone sets a new price |
The key is lowercase words joined by hyphens. It is fixed once you save, because your price lists and account types refer to it by that name.
The label is not fixed. Rename it whenever the wording should change — nothing breaks, because nothing refers to the label.
Amount and Rate
Kind decides how a price is shown and entered, and nothing else.
| Kind | You enter | Example |
|---|---|---|
| Amount | An amount of money | A service fee of 60.00 |
| Rate | A percentage | An early-withdrawal rate of 1.00% |
You can change a type’s kind later. It changes how the figure is displayed, never what is charged.
Adding a price type
- Go to Settings, then Price Types.
- Select Add.
- Enter a Key, such as
courier-fee. - Enter a Label, such as “Courier Fee”.
- Choose Amount or Rate.
- Select Save.
The new type is offered straight away wherever a price is set.
To start charging it, you also need a price for it on a price list, and an account type that reads that price. See switching features on and off for how the pricing screens appear in the first place.
Retiring a price type
Two ways to stop offering a type, and they are not the same.
flowchart LR
A[Price type in use] -->|Deactivate| B[Hidden from pickers<br/>existing prices still charge]
A -->|Remove| C{Any price<br/>names it?}
C -->|Yes| D[Refused]
C -->|No| E[Gone]Deactivate is the everyday choice. Clear Active on the type. It disappears from every picker, so nobody sets a new price against it. Prices already set against it keep charging exactly as before, so nothing breaks at end of day.
Remove deletes the type. It is refused while any price list still holds a price for it. Clear those prices first, or deactivate instead.
If an account type reads a price type you removed, that charge fails when it is next worked out. Deactivate is the safer choice in almost every case.
What your organisation configures
Everything on this screen. The platform ships no price types of its own — the list you see is the one your organisation set up, and you can add to it at any time.
Your price lists, and which price type each account type charges, are configured alongside it.