Financing

Financing records create quotation line type six.

  1. From the quotation financing tab, press the 'New Financing' button or from the 'All' tab highlight the product and choose open related and 'Add Financing'.
  2. Select a finance record from the list, and click Refresh to update the display. If the finance option is not displayed, adjust the basic data.
  3. Double-click on the finance record to manually display the record, you can update the record by taking pressing the icon 'Change'.
  4. To remove a finance record from the quotation, right-click the record and choose Delete.

For additional information, refer to Financing Records.