Find or edit a Revenue Code

Follow the steps below to find or edit an existing Revenue Code.

  1. Select Customer Setup > Codes... > Revenue.

  2. Use the Search field to find the Revenue Code by the code or description. Or use the Show All button to view all codes.

    Place a check in the "Include inactive codes" box to include inactivate  codes in  your search results. 

  3. Select the Revenue Code.

  4. Optional: Modify the revenue code information. 

  5. Click Save. Otherwise, click Close if no changes were made.