Cloud accounting with price lists?

Which cloud software? We raise 50-70 invoices a month, but each customer has a different price...

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Our aging sage software won't cope with making tax digital. I'd also like to get away from having servers on site if possible.

We operate a third party warehouse and each customer has a different 'mix' of prices depending on volume, ease of doing business with, type of product etc. So we need software that 'looks up' the price for the client for each service code - manually changing the unit price each invoice is not an option, nor is 14 different product codes per client.

From looking at Xero community - it seems as if xero doesn't have this functionality (unless there is a plug in) and it seems xero aren't interested in developing it (certainly don't hold your breath).

On the sage front the only product is 50 professional cloud at 132.50 per month before discounts and that still needs a local server and software on each client pc for remote access.

So, does anyone know if there any useful plugins with xero that handle the price list aspect and generate invoices? Or is there another cloud product, widely supported by accountants, that has price list functionality (ideally at the xero price point rather than the £1500 per year of Sage)?

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By daniel_
10th Jul 2018 09:35

I've heard of some software that integrates with Xero called Tresl which is designed to use different price lists for customers when creating invoices.

I haven't trialled it myself yet so I don't know how well it works, but it might be worth looking into.

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By Darren Speed
12th Jul 2018 15:20

Have you looked at Sage Financials? (formerly Live). Fully cloud on the Salesforce platform and can do what you need. Let me know if you would like further information or visit www.itassolutions.co.uk.

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