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The Financials view of a schedule is where you turn a specification into money: what you pay, what you charge, what you make, and how much of the client’s budget is left.

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The columns

Vendor cost and retail price are different numbers doing different jobs. Retail comes from the product library and reflects what the piece generally sells for. Vendor cost is your trade price on this job. For purchases through your studio, vendor cost is the pricing base. For client-direct purchases without a vendor cost, a retail/list price can serve as the base for a procurement fee. Review the resulting client price.

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The budget panel

Top right of the view: the project budget, and your spend against it. The budget itself is set on the project. Edit changes it without leaving the schedule.
If the spend figure looks too low, check the project Overview for the No price set card. Items with no cost silently flatter the number.

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Applying markup and tax in bulk

Setting markup line by line on a sixty-item schedule is nobody’s idea of design work. Two controls above the table do it in one go:
  • Apply markup to all — type a percentage, choose Apply. Every row gets it.
  • Apply tax to all — same, for sales tax. Atelier shows your studio’s default rate beside the field, taken from Settings → Studio.
Set the blanket rate first, then override the handful of lines that need something different — the antique dealer who does not discount, the piece you are handling at cost.

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Per-row editing

Every financial field is editable in place. For the full picture on one item, use Detail and the Financial tab of the drawer — the same fields with more room, alongside the product’s images and procurement data.

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Creating the invoice

Select the rows you want to bill and choose Create invoice. Selected eligible product rows prefill the draft; without a selection, add lines in the invoice dialog. Review markup, discounts, shipping and tax before saving. Worth checking before you press it:
  1. Every billable line has a reviewed client price. A missing vendor cost does not guarantee a zero client total: saved selling or reference prices may be available. Review the invoice preview rather than relying on a missing field to exclude an item.
  2. Markup is applied where it should be. Scan the Markup % column for blanks.
  3. Tax settings are correct for this project. Review them through your studio’s accounting process before issuing the invoice.
  4. Rejected and reuse items are marked as such. They should not be on the invoice.

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Trade discount and client discount

Open an item’s Detail → Financial tab to review the full pricing. Trade discount % describes the reduction from list price to your cost. Client discount % reduces the price charged to the client. These are separate decisions: do not assume a vendor’s discount should automatically be passed on to the client. When you set markup, the pricing controls calculate the selling price from the applicable base and client discount. You can also enter a client price and review the resulting markup. Check the saved row after changes. For a simple example before tax and shipping: a cost of 800 with a 25% markup gives 1,000 per unit. A 10% client discount then gives 900. Two units total 1,800 before the row’s tax and shipping. This is an illustration, not a recommended pricing policy.