Add New Payment Lines to Price Quotes

Use the Price submodule to add new payment lines to 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 a new payment line to 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 a new payment line 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 a new payment line to.
    Alternatively, click Open price quote list and in the Price Quote List dialog box, highlight the price quote that you want to add a new payment line 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 a new payment .
  7. 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.