Agreements are marked as 'live' from the pending screen. Agreements cannot be invoiced or regularly serviced until they are marked as complete from the pending screen.

Mark a pending agreement as complete

1. From the home page choose Sales
2. Choose the Pending tab
3. Using the search window find the pending agreement you would like to complete
4. Expanding the Options dropdown and choose Complete
5. The 'Complete Agreement' popup window is displayed

The following describes each section on the popup and it's purpose:

Invoice Options

Option	Description
Invoice in Advance	Used for when creating an invoice, if the customer pays for their service in advance tick this.
Individual Invoice	If a customer has multiple sites and or agreements you can create a single invoice with all the sites on it or if you tick this option an invoice will be create for each site and agreement

Account Code

For any new agreement the account code is automatically selected for you. If you'd like to change the selected account code click the search buton.

To create a new account code for the agreement, click the search button then in the popup click the Add Account Code button. Enter a description and fill out the remaining details as necessary; then click the Save button.

 

See Understanding Account Codes

Start Date

The start date determines the first date an invoice is due and the first date from which servicing can commence. It is critical this date is correct.

Invoice Group (Optional)

If a customer has multiple invoices you can ensure they are all invoiced on the same day of the month and use the same criteria but utilizing an invoice group. See Understanding Invoice Groups