Print a Notice of Price Increase
One letter for every customer, printed from their record.
What this is for
When your prices go up, every account customer should hear it in writing. The Notice of Price Increase is one letter for the whole shop: set the date, the increase and the wording once, then print it from any customer. It comes out on your letterhead with their account number, contact, name and address.
What is on this screen
Each part of the screen above, top to bottom, and what changing it affects.
On a customer
- Price increase letter
- At the top of the customer's page, beside Edit details. Opens the letter.
Notice of Price Increase
- New prices start
- The date, printed in the opening line.
- Increase
- As you want it read, like 5%. Leave it blank and the letter doesn't say.
- Letter
- Your wording, after the opening line. A blank line starts a new paragraph.
- Signed by · Title
- Who signs it, and their title.
- Save and open PDF · Open PDF · Cancel
- An admin saves the wording and opens the letter. Anyone else opens it as it is set.
Step by step
- 1
Open Customers and pick the customer.
- 2
Press Price increase letter.
- 3
The first time, set New prices start, the Increase, the Letter wording and who it is Signed by. It starts on standard wording.
- 4
Press Save and open PDF. The letter opens ready to print or save.
- 5
For the next customer, open them and press Price increase letter, then Save and open PDF. Your wording is kept.
Tips & gotchas
- Only an admin can change the letter. Everyone else prints it as set.
- Change the wording any time; the shop has one letter, so the change applies to every customer from then on.
- The letter's layout sits with your other documents under Settings → Look & paperwork → Templates, as Price increase letter.