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How do I build a price list from past invoices?

Use the price list builder prompt on old invoices.

Narrated video with captions, 32 s. Made with a fictional company, Brightline Heating & Air (sample · fictional business). Read the transcript · Download the step-by-step PDF

Step by step

  1. Step 1: If your prices live in old invoices, the price list builder prompt can turn them into a list.

    If your prices live in old invoices, the price list builder prompt can turn them into a list.

  2. Step 2: First, remove customer names and addresses from the invoices. Then paste them into the prompt, in a business account.

    First, remove customer names and addresses from the invoices. Then paste them into the prompt, in a business account.

  3. Step 3: It builds a price list with the most common price for each item. Where prices vary, it puts the range in what changes it and asks you which price to use.

    It builds a price list with the most common price for each item. Where prices vary, it puts the range in what changes it and asks you which price to use.

  4. Step 4: Anything it couldn't price comes back as a question at the end. Answer those, and you have a list to start from.

    Anything it couldn't price comes back as a question at the end. Answer those, and you have a list to start from.

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