# Apply to Customers

Attach a list to a customer and it applies to everything you raise for them, from quote through to invoice, with nobody remembering anything.

Attach it per document when one job is priced differently.

## Attach it

- **Open the customer record**

  The rate list field sits with currency and payment terms, because it behaves the same way: inherited by every document.
- **Choose the list**

  Only lists in the customer's currency are offered.
- **Save**

  Every new quote, order and invoice for them picks it up automatically.

> **Note:**
>
> **Existing documents do not change**
>
> Attaching a list affects documents raised afterwards. A quote sent last week keeps the prices it was sent at, which is what makes a quote worth anything.

## Per document instead

Every sales document has its own rate list field, defaulted from the customer. Change it on one document when a specific job is priced differently, and it applies to lines added after the change. Lines already on the document keep the price they were added at.

- Changing the list mid-document does not reprice existing lines. Remove and re-add them.
- A converted document carries the price, not the list, which is why converting a quote never reprices it.
- A manual price on a line survives everything, including a list change.

## When prices look wrong

| Symptom | Usual cause |
| --- | --- |
| One line is at standard price | The item has no entry on a fixed-price list. |
| Every line is at standard price | No list attached, or the wrong currency. |
| A line ignores a list change | It was priced manually, or added before the change. |
| A variant is at standard price | The list prices the parent, which is never transacted. |
| Prices differ from a colleague's quote | They used a different list, or overrode lines by hand. |