Price Groups
Price groups let you define reusable pricing tiers that can be assigned to multiple clients. Instead of setting an amount individually on each client, you create a group (e.g. “Starter”, “Fixed”, “Retainer”) and assign clients to it.
Price groups are available on the Pro plan only. Manage them under HandShake → Price Groups.
Creating a price group
| Field | Description |
|---|---|
| Group name | A descriptive name shown in the client form and as the {service} token in invoice descriptions |
| Amount | The billing amount for clients in this group |
| Currency | The currency for this group |
| Tax rate (%) | The tax rate applied to invoices for clients in this group. Can be overridden by a client-level tax rate. |
| Billing type | Recurring (monthly) or One-time |
Tax rate precedence
Tax rates are applied in this order:
- Client tax rate — if a client has a tax rate greater than 0, it is always used
- Price group tax rate — used if the client tax rate is 0
- No tax — if both are 0, no tax line appears on the invoice
Assigning a group to a client
On the Clients page, edit a client and select a group from the Price group dropdown. The group’s amount and tax rate will be used for all future invoices to that client.
If both a custom amount and a price group are set on the same client, the custom amount takes precedence.
Deleting a price group
A price group can only be deleted if no clients are currently assigned to it. Reassign or remove affected clients first.