Use the Price submodule to search for payment lines in 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 search for a payment line in a price quote:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List and highlight the job with the price quote payment line that you are looking for.
-
On the side toolbar, click
Price.
-
On the grid toolbar, use the drop-down list to select the price quote with the payment line that you are looking for.
Alternatively, click
Open price quote list
and in the Price Quote List dialog box, highlight the price quote with the payment line that you are looking for.
-
Click the Billing Plan tab.
-
Use the
Search field to enter a keyword associated with the payment line.