Creating defauly line items against a finance code

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Sarah Starski

• 21 August 2018 07:24

It would be really nice to be able to set up some default line items against certain finance code.

 

For instance. If we wish to add a product onto someone's course fees, we simply select the product and it will automatically self-fill the cost, the domain, the finance code, gst or not.

This would make it easier to do, but also avoid room for manual error when sales are adding the item.

 

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• Official comment

  

  Nicole Phillips

  • 29 January 2019 06:20

  You are able to set defaults for each billable item under Finance > Item List. See the image below as an example.

  

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