Adding Pricing Modifiers to an Estimate or Estimate Product
To add an Estimate Pricing Modifier to an estimate or estimate product:
- Go to the Related tab of the estimate you want to add a pricing modifier to.
- Click New on the Estimate Pricing Modifiers related list.
- Enter an Estimate Pricing Modifier Instance Name.
- Select an Estimate Pricing Modifier.
- Select a Billing Date.
- Select an Estimate
- [Optional] Select an Estimate Product Instance.
- Click Save.
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