- You will first add an Agreement on the invoice -
- It will show up as a Line Item shown here -
- *The Tech must complete the call or there will be several conflicts for the Tech.
- After the tech completes the call, you can then go into SuccessWare21 and begin posting the agreement. Choose F10 to get to the Invoice screen, and then Right-Click on the Agreement Line Item, and then choose Edit Item -
- You will receive a message that states that the agreement was submitted from the field, press OK to load up the agreement template -
- There are a few items at this point you will need to fill out before Saving and Posting the agreement -
- Press Save, and a message will appear letting you know that once the invoice is posted, the agreement will be activated, press OK -
- Now press Post on the invoice screen, and this will now show the Agreement as activated in the Agreement section of the Customer -