(ARCHIVED) UCRM v2 - Pricing Mode

This article has been archived.

This article is applicable to UCRM v2 and will not be updated further. Thenew version of CRM is now part of the UNMS platform, and help articles for that version can be found under the UNMS section. See this article on how to upgrade from UCRM to UNMS.


This article describes how to configure the Pricing Mode in UCRM. The pricing mode enables users  to define prices with or without taxes. For example, when an administrator needs to show the final price with tax included to his clients, they will use "tax inclusive pricing". Then they will provide all prices as tax inclusive value. The net price shown on the invoice will be deducted automatically afterwards.

Table of Contents

  1. Changing the Pricing Mode
  2. Tax Exclusive Pricing
  3. Tax Inclusive Pricing
  4. Decimal Places for Tax Coefficient
  5. Related Articles

Changing the Pricing Mode

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If you switch from one pricing mode to another, you may need to manually edit prices of all existing service plans, services (with individual price), surcharges    and/or products which you have defined beforeNote that changing the pricing mode will have no effect on existing invoices or services. Changing  the pricing mode can affect several billing parameters, see the details below.

If you have been using a custom invoice template, you may need to update it according to the new pricing mode that you switched to.

Tax Exclusive Pricing

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Prices of all services, products etc. are considered  without  any taxes. Taxes are calculated on top of this price. This options implies the following as well:

  • You are enabled to add  up to 3 taxes on each item.
  • Invoices are simple, each item has just label, price, quantity and total.
  • Taxes are not rounded on each invoice item, only the total for each tax is rounded.

Tax Inclusive Pricing

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Prices of all services, products etc. are considered including tax. On an invoice, the taxed amount will be computed and subtracted from the given gross price. This option implies the following as well:

  • You can only set one tax for each item.
  • If any client or service has multiple taxes, the second and third tax will be removed.
  • Invoices contain more columns for each item with tax related details, such as untaxed amount, tax rate, taxed amount.
  • Taxed amount is rounded per each invoice item separately.
  • You can use the "Decimal places for tax coefficient" (see below).

Decimal Places for Tax Coefficient

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Tax coefficient may be used only for "Tax inclusive pricing". It is used to calculate the taxed amount and consequently, the net price from the given gross price.

NOTE:The taxed amount = gross price * tax coefficient. The tax coefficient is calculated as <taxRate> ÷ (100 + <taxRate>)

You may need to round the tax coefficient by defining decimal place count. You may also leave this option blank, then no rounding will be applied to the coefficient. However, be advised that you may need to set up this option according to the legislative requirements in your country.

EXAMPLE:It For 21% tax, the coefficient is: 21 ÷ (100 + 21) = 0.173553719. If you set the "Decimal places for tax coefficient" to 4 the coefficient will be rounded to 0.1736. 

Related Articles

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