Charges don't stay in when doing a confirmation

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Q: When I click quote how can I save the prices? I loose everything and when I go back I have to put the prices in all over again.

 

A: The "Quote/Confirmation" transactions are temporary by design so they don't affect your accounting (e.g. show it as income immediately).  If you don't care about that, then use "New/Edit Transactions" to put in the charges permanently and then print a confirmation from there, instead of using Quote/Confirmation.  

 

Ideally you want to set up Rates so that auto-rates work (so you don't have to enter charges manually at all), and have it automatically add the charges when they check in.  Refer to the Rates Setup documentation for more information about auto-rates.

 


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