Support Center

Creating an Additional Charges/Credits

Last Updated: Jun 26, 2018 01:59PM PDT

Overview

Kugamon Settings has a section labeled "Additional Charges/Credits"; this is a separate list from the product list that contains other charges/credits for which a company could want to place on a quote, order or invoice.  For example, a shipping fee or a coupon.  When creating the administrator creates a library of Additional Charges/Credits that can be added and edited on Quotes, Orders, and Invoices.

Audience : Administrator


Steps:


1. At the top of your Salesforce Instance | Go to Setup 
2. Under App Setup | Click "Installed Packages" under App Setup
3. Find Kugamon Quote to Cash | Click "Configure"
4. Under Step 2 | Click "View Kugamon Settings"
5. Scroll down to "Additional Charges/Credits"
6. To create New Additional Charges/Credits click 
"New Additional Charges/Credits" button
7. To Update click "Edit" next to the Additional Charges/Credits you want to change
8. To Delete select "Del" next to the Additional Charges/Credits you want to delete

 

Notes:

  • Additional Charges/Credits can be added/edited on the Quote, Order, and Invoice
  • Set the Additional Charge/Credit to Active to set visibility to End Users ​

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