Financial Profiles allow you to set automatic discounts/markups and unit prices to quotes/invoices for specific Accounts.
How to create a new Financial Profile:
- Navigate to Settings.
- Select Financial Profiles from Financial Settings.
- Click the New Financial Profile button and fill out the form. Required fields are marked with an .
How to delete a Financial Profile
- Navigate to Settings.
- Select Financial Profiles from Financial Settings.
- Click the button next to the Financial Profile you wish to delete. If you delete a Financial Profile that is in use by Records, the Financial Profile of those records will be cleared.
How to edit a Financial Profile
- Navigate to Settings.
- Select Financial Profiles from Financial Settings.
- Click on the name of the Financial Profile you'd like to edit and make the changes you need to.
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Last Updated January 5th, 2018 by Becca Ellig
