You can change the rate of a product in the product catalog and determine how it will be applied across your customer base.

Change the rate of a product

  1. Go to Settings -> Product Catalog

    Use the Filter Results search box to find desired product with ease

  2. On the right side of the product line item, click Options -> Rate Change

  3. On the Product Rate Change page, you can enter a new rate in the New Rate field

  4. Under the Apply To field you can select whether this new rate will apply to New Customers Only going forward or All Existing Customers


    Using the rate change feature will apply to all products with a matching product ID regardless of what the rate of the item is today (except $0 products which will remain $0 products unless you choose the “Even $0.00 items” option). This will go into effect on the next bill run with no proration on the bills.


Updating the product name for all customers

  1. Go to Settings -> Product Catalog

    Use the Filter Results search box to find desired product with ease

  2. Click the Description 
  3. Update the Description line
    Select if you would like to 
    • Apply Description to Active packages with this product
    • Apply Description to Active Products