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View Full Version : Quote - Add charges to existing ticket


lpopejoy
September 26th, 2013, 02:32 PM
You can create a quote from a ticket, but after you do that, you can't add the charges on that quote to the ticket it was created from... Am I missing some hidden option somewhere?

Support Team
September 27th, 2013, 06:08 AM
Yes, you are missing something here :-)

You should convert the Quote to Charges. Then, during the process and as this Quote was originated from a specific Ticket you will see another check-box at the bottom of the conversion Window:

"Link Charges to the Ticket the Quote was create from (Ticket 0500-1234)"

When checked the new Charges will be added under the original Ticket.
It is checked by default so there's nothing you actually need to do.

Hope this helps.

lpopejoy
September 27th, 2013, 06:13 AM
Wow! Answer more of my questions like that. :)

I'm going to have to see why this isn't being done!