Creating an Estimate Level Billing Group

To create an estimate level billing group when creating a blank estimate:

1. On the Services Estimator workspace, click Create Estimate.
2. In the Create Estimate window, click Create Blank.
3. Enter a name for the estimate.
4. Select the opportunity this estimate is related to.
5. Select a start date for the estimate.
6. Select the Fixed Price Estimate Level Billing checkbox.
7. [Optional] Enter an Estimate Fixed Price Billing Frequency.
8. [Optional] Enter an Estimate Fixed Price Upfront Billing (%).
9. [Optional] Enter an Estimate Fixed Price Scheduling Option.
10. [Optional] Enter a description for the estimate.
11. Click Create.

To create an estimate level billing group on an existing estimate:

1. Go to the Details tab on the estimate.
2. In the Fixed Price Estimate Billing section, select the Fixed Price Estimate Level Billing checkbox.
3. [Optional] Enter an Estimate Fixed Price Billing Frequency.
4. [Optional] Enter an Estimate Fixed Price Upfront Billing (%).
5. [Optional] Enter an Estimate Fixed Price Scheduling Option.
6. Click Save.