Changing Price on Opportunities

If you need to adjust the amount on an opportunity (someone forgot to use a discount code, for example), you will notice you can't change it by editing the opportunity.

Follow the directions below to change the price from the "products" object.

• 1. Navigate to the opportunity.

  2. Scroll down to the "Products (Standard Price Book)" object. Select "Edit.

• 1. There are two ways to change the amount. Change the amount listed in the "Sales Price" field, or add in a Discount percent (it will automatically calculate the discount when you hit save). If you add in a discount amount, please also add in a discount code if relevant. This helps other team members understand why they received a discount. You can also add in details in the "Line Description" field.

• 1. Click "Save." This updates their Chargent Order, so the payment link in the invoice will update with the new amount. If they have lost their invoice and need a new one, see Sending an Invoice.