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How to Add Your Financing Options to Price Book

This article will explain where and how to add your own financing options to Price Book.

 

To add your own financing options to use with Price Book projects, navigate to Admin > Price Book and click "Financing Options" along the top.

Next, click the green "+ New Finance Option" at the top right corner of the table. Fill out the form with the details, and save to start using this in  your projects.

To add the financing option to a project, within the Scope and Item View, you'll see a button to add Financing. Click this, and you can choose the option to include on the estimate/contract.