Group Repeating Cost Line Items

When adding price line items that are a repeating cost, for example a monthly fee, you might want to group these price line in your price table so they sit together.  By default price line items will display in your sales quote in the order you add them or sort them, as shown in the example below.

You may prefer to group the repeating price line items, so that they appear like the price table below.

To group your repeating price line items, click on the Settings button for the price table you wish to update.

The Price Table Settings modal will appear.

Click on the Settings tab.

Click on the toggle switch for Group Repeating Cost Line Items and set the switch to On

Click Save, now Save and Preview, you will find the repeating cost price line items in your sales quote will be grouped as shown previously.