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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. Margin is calculated from vendor cost, never from retail.

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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

Create invoice, top left of the view, turns the schedule into a client invoice. Line items, markup and tax carry across. Worth checking before you press it:
  1. Every line has a vendor cost. Rows with no cost invoice at zero. The Overview’s No price set card lists them.
  2. Markup is applied where it should be. Scan the Markup % column for blanks.
  3. Tax is right for the delivery address. Rates follow where the goods land, not where your studio is.
  4. Rejected and reuse items are marked as such. They should not be on the invoice.