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How to Assign a Price List on Case Card?

  • Updated

To assign a Price List on a Case Card, head over to the Case Card, Details-view, under the Default Hourly Fee's section, click on the Set Default Case Fee selection.

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The following dialog will appear; enter the Price List name in the field.

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Select the Price List you want when it appears in the drop-down dialog.

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Click the 'Tick'-icon, and you are done.

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Note:

1. Ensure that you are a Client Manager, a Case Manager or a User with 'Assistant'-role set up to be able to assign Price List on Case Card.