Financial

Pricing rules, markup, rounding, payment terms, multi-currency, and tax/VAT configuration.

Written By Victor Raessen

Last updated 4 days ago

Financial

Configure financial settings that apply across quotes and orders — pricing rules, taxes, and multi-currency support.

Pricing Rules

Configure how prices are calculated — currency, rounding, markup/margin rules, and pricing strategy. For per-quote pricing settings that sales reps use daily, see Quote Editor.

Admin Financial Pricing Rules tab showing currency, price calculation strategy, markup/margin settings
Admin > Financial > Pricing Rules — Mar 1, 2026, 6:15 PM UTC

Currency and rounding

Navigate to Admin > Financial > Pricing Rules. These settings control how prices are calculated across the platform.

SettingDescription
Default currencyThe base currency for all transactions
Price calculation strategyHow prices are rounded. Options: As-is, Round up from 3rd digit minus 1 cent, Round up from 3rd digit, Round up whole number if above 100, Round up whole number if above 100 minus 1 cent, Round up from 2nd digit, Round up from 2nd digit minus 1 cent
Enabled currenciesAdditional currencies for multi-currency quoting (requires the multiple currencies feature). Exchange rates sourced from ECB daily rates

Markup, margin, and discounts

SettingDescription
Use markup or marginChoose the profit calculation method. Markup is profit relative to cost (cost 50, sell 80 = 60% markup). Margin is profit relative to sales price (cost 50, sell 80 = 37.5% margin)
Default markup/margin for categoriesThe default percentage applied to new product categories
Default RRP discount for categoriesThe default discount percentage from recommended retail price
Pricing strategy preferenceHow to prioritize markup vs. RRP discount: Prefer markup/margin, Prefer RRP discount, Only use markup/margin, Only use RRP discount, RRP discount with minimum markup floor, Markup with maximum RRP discount ceiling
Max credit limitMaximum credit limit for customer orders (or unlimited)

Taxes

Navigate to Admin > Financial > Taxes to configure how Salesbuildr handles tax on quotes and orders.

The Taxes page has two sections:

  1. VAT/Sales Tax — the global calculation method and individual tax rates
  2. Taxes (federal surcharges) — country-level surcharges applied on top of the product price

Product-level tax settings (taxable toggle, VAT rate override) are configured per category in Admin > Categories.

Admin Financial Taxes tab showing VAT/Sales Tax calculation type and federal surcharges table
Admin > Financial > Taxes — Mar 1, 2026, 6:15 PM UTC

VAT/Sales Tax calculation type

Use the VAT/Sales Tax calculation type dropdown to select how tax is calculated:

OptionDescription
Do not apply VAT/Sales TaxNo tax is calculated or shown on quotes
Calculate Sales Tax in SalesbuildrTax is calculated using the rates you define below
Let [PSA] calculate Sales TaxDelegates tax calculation to your connected PSA (Autotask, ConnectWise, or HaloPSA) — the PSA-calculated tax is then pulled into Salesbuildr

PSA-specific options only appear if the corresponding PSA integration is configured.

Default VAT/Sales Tax rate

When using Salesbuildr-based calculation, select a Default VAT/Sales Tax rate to pre-apply to all new quotes. Individual products can override this via category-level settings.

VAT/Sales Tax rates

When the calculation type is set to Calculate Sales Tax in Salesbuildr, you can manage your tax rates directly.

Each rate has:

FieldDescription
NameDisplay name for the rate (e.g. "Standard VAT", "Reduced VAT")
Percentage (%)The tax percentage to apply
CodeShort code used in PSA sync and reporting (e.g. NL21, GB20) — always uppercase

To add a rate, fill in the form at the top of the rates section and click Add. To update existing rates, edit the table inline and click Save. Delete a rate with the trash icon.

Taxes (federal surcharges)

Federal surcharges are country-specific taxes applied in addition to the product price. These are separate from VAT/Sales Tax rates.

Each surcharge has:

FieldDescription
NameDisplay name for the surcharge
CountryThe country this surcharge applies to
Add VATWhen enabled, VAT is also applied on top of the surcharge amount

To add a surcharge, fill in the form at the top of the section and click Add. Existing surcharges are listed in the table below and can be deleted with the trash icon.

See also