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How to Configure Customer-Specific Settings in RazorSync

If you need to customize pricing, default items, tax rates, or billing settings for individual customers, you can use the Customer-Specific Settings feature in RazorSync. This article will guide you through enabling and configuring these options.

 Step 1: Enable Customer-Specific Settings

  1. Navigate to Settings > Workflow.
  2. On the right side, scroll down to Customer Specific.
  3. Toggle the setting On.
  4. Click Save.

Once enabled, the Work Order Settings tab will appear on customer profiles.

Step 2: Configure Work Order Settings for a Customer

Navigate to the customer profile. Below the Customer Accounts Notes section, you'll now see a Work Order Settings tab with the following options:  These options will automatically be added to any new work order created for the customer.

A. Default Service Items

Automatically add specific items to every new work order for this customer.

  1. Click in the "Start typing to search" field.
  2. Enter and select the service item.
  3. Click the plus (+) icon to add the item.
  4. (Optional) Set a custom description and quantity for that item.

B. Default Service Forms

Automatically attach specific forms to work orders for this customer.

  1. Click the dropdown in the Default Service Forms section.
  2. Select the form you need.
  3. Click Add.

C. Custom Pricing

Set a unique price for a specific service item for this customer.

  1. In the Custom Pricing section, select the item from the dropdown.
  2. Click the plus (+) icon to add it.
  3. Click on the Price Per Unit value.
  4. Enter the custom amount.
  5. Click the green checkmark to save.

D. Customer-Specific Invoice Due Dates

Adjust the default invoice due date for this customer if they require a different payment timeline than your global settings.

Step 3: Configure Customer-Specific Automated Billing (Optional)

If you use automated billing, you can customize the billing schedule for individual customers.

  1. Open the customer profile.
  2. Navigate to the Automated Billing section.
  3. Adjust the billing frequency (or disable automated billing entirely for this customer).

💡 Pro Tip:
Many users keep automated billing enabled globally to run daily, but disable it for select customers who require manual invoicing. You can re-enable it for those customers when ready.

Step 4: Set Customer-Specific Tax Rates

Tax rates can be imported from QuickBooks Online and assigned per customer.

  1. Open the customer profile.
  2. At the top of the profile, click Edit.
  3. In the Tax Name field, select the appropriate tax rate from the dropdown.
  4. Click Save.

⚠️ Important Callout / Things to Avoid:
Do not confuse Customer-Specific Pricing with Tiered Pricing. Tiered pricing (Tier 1, 2, 3) allows you to create only three pricing levels across all customers. Customer-Specific Pricing gives you unlimited flexibility to set unique prices for individual customers. If you have more than three pricing variations, use the Customer-Specific feature instead.

Remember: The Customer-Specific toggle must be enabled in Workflow Settings before the Work Order Settings tab will appear on customer profiles. If you don't see this tab, double-check that the feature is turned on.