Contract Credit Settings



Contract Credits are amounts that are subtracted from the price of the contract after taxes have been applied. If the amount should be subtracted before taxes, use a Contract Discount instead.


Set default credit structures to display when writing a new contract by navigating to Settings → Contracts and choosing the Credits tab.


To create a new credit structure, click the New Structure button, name the credit structure, and add a percentage amount, a fixed amount, or a combination of these amounts. Click Save Credit Structure to save the changes. If a credit structure needs to be edited, click the Edit button to its right.

 

Video tutorial coming soon!