Service Manager
How to: Add an Agreement to an Invoice Group
Invoicing > Invoice Groups > How to: Add an Agreement to an Invoice Group

 

  1. From the home page, click the Invoices button on the toolbar
  2. Click the Accounts tab
  3. Search for the invoice account that your agreement is on
  4. Click the Groups tab
  5. In the grid, select the group that you want to add the agreement to
  6. Click the Add Agreement button
  7. In the popup, search for the agreement you want to add and select it
  8. Click the Ok button