Agreements are added using the New Business Wizard. This will guide you through the different steps required to create a new agreement.

To Display the New Business Wizard

1. From the home page, choose Sales and then Customers
2. Choose the New Business tab
3. Choose New on the toolbar to show the New Business Wizard

Below follows a walkthrough of adding a New Business Agreement to a new customer

1. The first tab on the wizard is for contractors, as this is going to be an agreement for a direct customer, choose Next to show the Customer tab
2. Choose New to create a new customer
3. Enter the customers details, including a suitable reference see Using References
4. Choose Next, and say Yes to the site details being the same as the customer. If the invoice needs to sent to a different address to the site choose no and enter the site details.
5. Enter any additional information required for the site, such as access times and site contact details
6. Choose Next
7. Pick an invoice period and an approximate start date
8. Choose Finish to save the new agreement. The new agreement will be displayed.

You now need to add items to the agreement see How to: Add Items to an Agreement

When you are happy with your agreement, choose Options and Print Agreement. If you prefer to email the agreement to the customer choose Options and View Agreement. See Working with Reports. This will add a note to the agreement saying Agreement Printed, awaiting signature from customer.

After printing the agreement it effectively becomes locked down. This is to ensure that the agreement accurately reflects what was printed and sent to the customer. If you would like to make some changes after this stage you will need to reject the agreement first. See How to: Reject a New Business Agreement