Service Manager
How to: Remove an Agreement from an Invoice Group
Invoicing > Invoice Groups > How to: Remove an Agreement from 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 top grid, select the group that your agreement is on
  6. In the bottom grid, select the agreement that you want to remove from the group
  7. Click the Remove Agreement button
  8. You will be prompted if you are sure you want to remove this agreement from the invoice group, click the Yes button
If the agreement is the master agreement for this invoice group, you will not be able to remove it