Add Multiple Payment Lines in Price Quotes

Use the Price submodule to add multiple 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 add multiple payment lines in 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 add multiple payment lines to.
3. On the side toolbar, click Price.
4. On the grid toolbar, use the drop-down list to select the price quote that you want to add multiple payment lines to.
   Alternatively, click Open price quote list and in the Price Quote List dialog box, highlight the price quote that you want to add multiple payment lines to.
   Note: You can only add payment lines to a price quote that has not yet been approved or locked for changes.
5. Click the Billing Plan tab.
6. Click Add multiple payment lines .
7. In the Add Multiple Payment lines dialog box, enter or use the corresponding drop-down lists to select the applicable options.
8. Click OK.
   WorkBook adds the number of payment lines indicated and removes all previously added payment lines.
9. You can edit the different fields by double-clicking on the corresponding field.
   Note: This is applicable for all the fields except the Company amount, Update date, and Update resource fields.