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Assigning a Pricebook from the client profile

21 October 2024 | Updated 21.10.2024

Pricebooks can also be assigned from client profiles:

 

1)Client > Client Profiles > Client List > Click name in blue

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2) Click "Billing" tab and click "Edit"

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3) Scroll down to and click the drop down menu for "Linked Pricebook" and select a pricebook 

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4) Click "Update"