Adding Pricing Modifiers to an Estimate or Estimate Product

To add an Estimate Pricing Modifier to an estimate or estimate product:

  1. Go to the Related tab of the estimate you want to add a pricing modifier to.
  2. Click New on the Estimate Pricing Modifiers related list.
  3. Enter an Estimate Pricing Modifier Instance Name.
  4. Select an Estimate Pricing Modifier.
  5. Select a Billing Date.
  6. Select an Estimate
  7. [Optional] Select an Estimate Product Instance.
  8. Click Save.