Billing Plan Tab
The Billing Plan tab under the Price submodule allows you to add, duplicate, and remove billing plan lines and update the final invoice amounts of price quotes.
- Related Topics:
- Add New Payment Lines to Price Quotes
Use the Price submodule to add new payment lines to price quotes of selected jobs. - Duplicate Payment Lines in Price Quotes
Use the Price submodule to duplicate payment lines in price quotes of selected jobs. - Add Multiple Payment Lines in Price Quotes
Use the Price submodule to add multiple payment lines in price quotes of selected jobs. - Remove Payment Lines from Price Quotes
Use the Price submodule to remove payment lines from price quotes of selected jobs. - Update Final Invoice Amounts of Price Quotes
Use the Price submodule to update the final invoice amounts of price quotes of selected jobs. The final invoice is updated based on the lines added, removed, or edited on the Lines tab. - Search for Payment Lines in Price Quotes
Use the Price submodule to search for payment lines in price quotes of selected jobs. - Allow Editing of Billing Plans of Approved Price Quotes
Use the Price submodule to allow the editing of billing plans of approved price quotes of selected jobs. - Mark Price Quote Payment Lines as Invoiced
Use the Price submodule to mark price quote payment lines of selected jobs as invoiced.
Parent Topic: Procedures