Remove Payment Lines from Price Quotes

Use the Price submodule to remove payment lines from 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 remove a payment line from a price quote:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job with the price quote that you want to remove a payment line from.
3. On the side toolbar, click Price.
4. On the grid toolbar, use the drop-down list to select the price quote with the payment line that you want to remove.
   Alternatively, click Open price quote list and in the Price Quote List dialog box, highlight the price quote with the payment line that you want to remove.
   Note: You can only remove payment lines from a price quote that has not yet been approved or locked for changes.
5. Click the Billing Plan tab.
6. Highlight the payment line that you want to remove and click Remove selected line .
   Note: There is no confirmation dialog box for this action. WorkBook removes the payment line at once.