Financial Profiles

Last Updated January 5th, 2018 by Becca Ellig

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:

  1. Navigate to Settings.
  2. Select Financial Profiles from Financial Settings.
  3. Click the New Financial Profile button and fill out the form. Required fields are marked with an .

How to delete a Financial Profile

  1. Navigate to Settings.
  2. Select Financial Profiles from Financial Settings.
  3. 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

  1. Navigate to Settings.
  2. Select Financial Profiles from Financial Settings.
  3. Click on the name of the Financial Profile you'd like to edit and make the changes you need to.


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