Guide Steps
Guided Steps
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Summary of Steps
- First Way:
- Navigate to your Progress Billing record and click on the Setup tab.
- Click on Set Billing Line
- Your Summary Record is Completed
- Second Way:
- Click on the Standard tab
- Click on the green Plus ad line button.
- Click on OK to create the Progress Billing Summary record.
- Your Summary Record is Completed
- Third Way:
- Click on Actions
- Select Set Progress Billing Value
- Your Summary Record is Completed
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