Use the Price submodule to allow the editing of billing plans of approved price quotes of selected jobs.
To use the Price submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To allow the editing of a billing plan of an approved price quote:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List and highlight the job with the approved price quote whose billing plan you want to allow the editing of.
-
On the side toolbar, click
Price.
-
On the grid toolbar, use the drop-down list to select the approved price quote with the billing plan that you want to allow the editing of.
Alternatively, click
Open price quote list
and in the Price Quote List dialog box, highlight the approved price quote with the billing plan that you want to allow the editing of.
-
Click the Billing Plan tab.
-
Select the
Allow to edit billing plan check box.