Add organisation billing contact on a quote and it will update the client funding organisation billing contact
Add organisation billing contact on a quote and it will update the client funding organisation billing contact
1. Navigate to an open quote or create a new one
2. Open up one of the funding sources
3. Click "Billing Organization Contact and add someone to this field
4. Here I have added "Plan Manager 123"
5. Click "Save" to save your quote as Open
6. Open up your open quote
7. Check the Organization Billing Contact is still on the quote.
8. Set the quote to Accepted before saving.
9. Click "Save"
10. Refresh the page and open up the funding sources for the client
11. Click "Home Care Package Level 4" this is the funding I added the Organisation Billing Contact To
12. Notice that the Organisation Billing Contact is in place as expected
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