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How to add Payment Schedule to pricing quotation?
How to add Payment Schedule to pricing quotation?

Adding payment schedule to pricing quotation

Updated over a week ago

To add payment schedule separately into the pricing quotation,

  1. Enter the Pricing Quotation, by going to Production Tab and then Pricing Quotation in the Toolbar.

  2. In the quotation that opens, select Payment Schedule icon in the toolbar.

  3. In the window that opens, click on Add Row to add a payment schedule.

  4. Specify the name and percentage of the installment in the corresponding fields that open up.

  5. To delete the installment, select the bin icon against the row.

  6. Select Add Row again, if you wish to add another payment schedule.

  7. Select Update to apply changes.

  8. To edit the details of the installment, select Payment Schedule icon in the toolbar again, make the necessary changes and select Update again.

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