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Xact Hacks | Line Item Notes: SmartList
Автор: Actionable
Загружено: 2018-06-14
Просмотров: 515
Описание:
This week's Xact Hacks video is about line item notes found in the SmartList under Unit Price. We discuss three options in particular - Pending, Gratis, and Bid Item (along with best practices when including a bid item in your estimate). There are many ways this Hack can be applied to add commentary beyond F9 notes that impacts the actual dollar amount of the invoice/estimate generated. Enjoy!
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