Managing financing records
Financing records are used to create a quotation line of type 6.
- From the Financing subtab, click the button. Alternatively, on the All tab, right-click the product and select .
- Select a finance record from the list, then, to update the display, click .
- To manually display the finance record, double-click it. To update the record, click .
- To remove a finance record from the quotation, right-click the record and select .
See Financing records.