14.32. Apply Catalog Price Changes to Contracts and Review Existing Rates

When a supplier increases a recurring service price, an MSP needs to know which clients will pay the new rate and which have a negotiated agreement. AlgaPSA makes that choice explicit on fixed and recurring contract lines: keep a custom rate for the client or follow the catalog price. The price-change preview shows the financial effect before you commit.

Use Billing > Services to change catalog pricing and open Review rates. Review individual lines under Billing > Contracts > Client Contracts > [contract] > Contract Lines.

Understand the rate modes

Unreviewed is a transition state, not a third pricing policy to choose for new business. Updating the catalog does not automatically classify these lines or discard their stored rates.

A pricing schedule can still override fixed-line pricing for its date window. Check those overrides before predicting a client's next invoice. See 14.8. Schedule Time-Bound Rate Changes on MSP Client Contracts.

Before changing a price

• Confirm the service, currency, current catalog price, and agreed effective date.
• Identify clients whose commercial agreement requires a custom rate.
• Review the affected service periods, especially any already invoiced.
• Use an account with billing read permission for previews, service update permission to save catalog prices, and billing update permission to apply Rate Review decisions or reset contract rates.

Changing a contract template does not reprice existing contracts. A catalog price change reaches lines that follow the catalog; a custom rate copied from a template remains the client's stored rate.

Preview and apply a catalog price change

1. Open Billing > Services, edit the service, and change its primary price.
2. Save the edit. For a service used on contracts, the Price change rollout dialog opens before the change is committed.
3. Set Effective date to the intended billing boundary. The date initially shown is the first day of the next month; confirm that it matches the affected agreements.
4. Review the Will change table. It identifies the Client, Contract, and Line, with Current, New, and Delta amounts.
5. Review the separate groups for custom rates, rates not yet classified, and periods already invoiced. The dialog also shows Total monthly revenue delta across the affected inherited lines.
6. Select Apply to inherited lines to save the effective-dated catalog price.

The change applies to all eligible lines following that catalog price. There is no per-client selection in this dialog. If a client needs to keep its price, give that line a custom rate before committing the catalog change.

The alternative Just save the price saves the catalog edit directly without using the rollout's selected effective date. It does not protect catalog-following lines from that price change. Use the effective-dated action when timing matters.

Catalog pricing is resolved for the service period. A price effective after a period starts applies to a later period whose start reaches that date, and already-generated invoices are not rewritten. Preview the next draft to confirm the expected rate and currency.

Example: GreenLeaf Dental Group

Northwind Managed IT raises its monthly Managed Backup Platform catalog price from $300.00 to $330.00, effective October 1, 2026. These fictional USD agreements each contain one monthly platform fee, with no other pricing overrides:

Figure 1: The rollout dialog shows which lines change before you commit. Lines not yet classified bill unchanged until you review them.

The increase is $30.00 ÷ $300.00 = 10% per catalog-following agreement. The affected monthly revenue increases by 2 × $30.00 = $60.00. Across all four agreements, the pre-tax monthly total moves from $1,180.00 to $1,240.00.

Billing staff should verify that only the two standard agreements appear in Will change, that the October service periods are still unbilled, and that the custom and unreviewed agreements keep their amounts. September invoices retain their original charges.

Classify existing lines with Rate Review

Existing stored rates from before version 1.6 continue billing exactly as before until reviewed. Run this pass before relying on catalog changes to reach the whole client base.

1. On Billing > Services, select Review rates. The same link is available from the rollout's unclassified-rates message.
2. In Rate review, inspect the rows grouped by service. Compare Current rate, Catalog rate, Proposed, and Confidence.
3. Review the proposed decisions:

Figure 2: Rate Review proposes a decision for each unreviewed line.

1. Select the decisions you want to apply and click Apply selected. Exact matches are selected initially; review them before applying.
2. Check the result and revisit refused rows. AlgaPSA rechecks the rates during application and refuses a decision that no longer matches the preview.

For GreenLeaf's acquired clinic, reviewing the $300.00 line while its applicable catalog price is still $300.00 can classify it as following the catalog without changing that compared amount. It will then participate in a later applicable price increase. Review before scheduling the increase if that is the intended commercial outcome.

To deliberately move a custom line back to catalog pricing, use Reset to standard on the contract line. Review the current and proposed amounts in its confirmation before saving. Unlike classifying an exact match, this can change what the client pays.

Related topics

• 14.3. Define Billable MSP Services with Fixed, Hourly, and Usage-Based Rates
• 14.7. Add Fixed, Hourly, Usage, and Bucket Contract Lines with Reusable Presets
• 14.8. Schedule Time-Bound Rate Changes on MSP Client Contracts
• 14.11. Inspect, Repair, and Troubleshoot Recurring Service Periods on MSP Contracts
• 14.12. Generate Automatic, Manual, and Prepayment Invoices for MSP Clients