Difference between revisions of "Quote receivables section"

Revision as of 10:30, 11 June 2020

In this section you can add and view all receivables from the client. You can also clone, update or delete them.

To add a receivable, press the "New receivable" button and select the type:

Flat rate—if you just need to enter the amount of receivable without entering volumes and rates.

Unit based—if you have to enter the volume and rate for calculating the price.

CAT log based—if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.

Then enter all the required data and press "Create" to add the receivable.

To add a discount and(or) an extra charge to a receivable, click the receivable code:

Press the "Discount & Extra charge" button:

Enter the required value and press "Update" to apply changes:

You can also add a discount or an extra charge by pressing the "Update" button in the necessary receivable row:

Press the "Discount & Extra charge" button:

Enter the required value and press "Update" to apply changes:

@@ Line 23: / Line 23: @@
 To add a discount and(or) an extra charge to a receivable, click the receivable code:
-[[File:Receivables 2.png|border|1100px]]
+[[File:Quote dec.png|border|1100px]]
-It will open the receivable details page.
+Press the '''"Discount & Extra charge"''' button:
+[[File:Update dec.png|border|850px]]
+Enter the required value and press '''"Update"''' to apply changes:
+[[File:Final discount.png|border|380px]]
+You can also add a discount or an extra charge by pressing the "Update" button in the necessary receivable row:
+[[File:Quote update ec.png|border|1000px]]
 Press the '''"Discount & Extra charge"''' button:
-[[File:Quote receivable 1.png|border|850px]]
+[[File:Upate 2dec.png|border|850px]]
 Enter the required value and press '''"Update"''' to apply changes:
-[[File:Discount for quote .png|border|500px]]
+[[File:Final discount.png|border|380px]]