Adding Estimated Expenses to an Estimate
To add an estimated expense to an estimate:
- On an estimate record, go to the Additional Costs tab.
- On the Estimated Expenses related list, click New.
- Enter an amount for the expense.
- [Optional] Enter a name for the estimated expense.
- [Optional] Select the type of the estimated expense.
- [Optional] Select an estimate product to associate with the estimated expense.
- Select the Non-Billable checkbox if you don't want the expense to be billed to the customer.
- Click Save.
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