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RebeccaShultz
Contributor

Line Items and Recurring Revenue

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If I add a line item to a deal that has closed, does the recurring revenue calculate retroactively from the closed/won date? 

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CateDuarte
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Line Items and Recurring Revenue

SOLVE

Hi @RebeccaShultz , yes you can update line items in a closed deal. The Recurring revenue is updated and when saving you will be asked if you want to update the Deal Amount. 

 

CateDuarte_0-1680277032767.png

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com

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CateDuarte
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Line Items and Recurring Revenue

SOLVE

Hi @RebeccaShultz , yes you can update line items in a closed deal. The Recurring revenue is updated and when saving you will be asked if you want to update the Deal Amount. 

 

CateDuarte_0-1680277032767.png

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com