Setup
You will need the following permissions in your security group:
Can create, update and delete service quotes.
Can view pricing information.
Can create and update billing contracts.
Click here to learn about permissions and security groups.
A service quote is automatically set to Approved status when confirmed via approval link, but it can also be marked as approved manually.
How to complete a service quote
If there are no line items for Included fixed routines or Included Do and Charge routines, the relevant contract + Create button will be greyed out.
1c. Click + Create under Contracts (Fixed) to open the fixed billing contract page. Fill in the remaining details, then select Create Billing Contract.
1c. Click + Create under Contracts (Fixed) to open the fixed billing contract page. Fill in the remaining details, then select Create Billing Contract.
1d. Click + Create under Contract (Do & Charge) to open the do & charge billing contract page. Fill in the remaining details, then select Create Billing Contract.
1d. Click + Create under Contract (Do & Charge) to open the do & charge billing contract page. Fill in the remaining details, then select Create Billing Contract.
Resources
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