How to create Chargeable Items in QuoteAnywhere

Learn how to configure new chargeable items within the WeSuite QuoteAnywhere. This guide walks you through the administrative settings required to categorize and save your service items efficiently.

1. Click "Admin"

2. Click "Editors"

3. Click "Chargeable Items"

4. After selecting Chargeable Items, edits can be made to existing items or New Class and New Items can be configured.

5. After creating a New Class Name, select "Create."

6. Click "New Item"

7. After selecting New Item, fill in the mandatory fields.

8. Chargeable Items can be applied as a direct charge or a % of.

9. After filling in the fields based on direct charge or % of, set the accounting link if applicable and toggle the field on or off for taxable, pass, reimburse, bucket and disable.

10. Once the Chargeable Item is configured, click "Create." This creates the chargeable item available within and estimate.

11. Click on the Chargeable Item to edit.

12. Edits can be made to the open fields within an existing Chargeable Item.