How to Switch Off the "Price Table Term" (Repeating Costs)

QuoteCloud has a inbuilt-functionality that will let you set a charge to be a repeating cost over a contract term. For example, if you sell a mobile phone plan that is a 24-month contract that is charged $99 monthly, you would set the price of the line item to $99, and then set the price table repeating charge drop down to "Monthly" and then untick the "One-Off" check box for the line item, and finally term column in the price table set to 24.

However, many companies never use repeating charges.  So that your sales consultants are not presented with the features for repeating charges, it is possible to switch them off.

To switch to the Repeating Charges feature, click on the Configuration menu, then click on the menu option Settings.

Next, click on the Pricing Table tab as shown below.

The final step is to set the switch the Hide Terms button to the on the state (the switch will show red within the "on" state), as shown below.

Click on the Save button to commit your change.  This change will not affect any existing sales quotes.  However, your sales consultants will no longer see the "Term" feature in the sales quote editor anymore.

Related User Guide Topics

Price Table Settings - Removing Tax from a Price Table
27 Mar 2021
This user guide explains how a Sales Consultant can choose to Remove the tax that is automatically applied to a price item in a sales quote price table.
Price Table Settings - Hide Discount Percentage Saving & Original Price In A Price Table
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This user guide explains how a Sales Consultant can choose whether to Hide or Show a price discount on a price item in a sales quote price table.
Group Repeating Cost Line Items
13 Mar 2021
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
Show/Hide Price Table Totals
15 Mar 2020
When you create a price table in a sales quote, you are able to hide unwanted columns and price table totals, along with a number of other settings available for sales quote price tables.

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