Service Manager
Managing Agreements
Sales > Managing Agreements

The following table features a list of functions available for an agreement, with links to the topics that describe them in further detail.

To See
Price Increase an Agreement How to: Price increase an Agreement
Copy to New Business How to: Copy an Agreement
Amend Invoice Period/Date How to: Change Agreement Invoice Period
Terminate Contract How to: Cancel an agreement
Add Documents for an Agreement Document Storage
Schedule cancellations Cancellation Wizard

Key Fields

Field Description
Paid in advance The Next Invoice date will be aligned with the start of the Service Period instead of the end
Individual Invoice If checked, the agreement will always be printed on its own invoice
Service From Start date for the current service period, the Next Invoice Date will align with this if the agreement is "Paid in Advance"
Service To End date for the current service period
Pro Rata From/To Range of dates that need