Navigation: Contracts --> New Contract
contract is the service agreement between the business and the customer, listing
services that need to be performed along with the timeline and other vital
information. For the service contract, now the automated invoice is introduced.
the "Contracts" module from the left panel.
2. Enter the customer details by selecting the "Choose
Customer" option and similarly fill the "Contract" "Part/Service"
the "Invoice" tab and enter the necessary invoice details
under the "Invoice Details" section.
A) Select the "Billing Period" The
billing period can be configured inside "Settings --> Quote & Invoice Page."
B) Enter "Generate Invoice Before (In Days)"
C) Select the "Payment Term" details. The payment
term can be configured inside "Settings -->Quote & Invoice."
D) Fill in the "Invoice Template" details
which are applicable.
E) Choose "Yes" to automatically generate
the invoice using the "Automatically Generate Invoice" option.
F) Choose "Send Invoice to Customer" to automatically
share the invoice with the customer.
The automatic invoice generation helps the user send the
invoice quickly for the service contract, especially periodic maintenance.
Instead of manually entering the invoice and sending it, our new features allow
users to solve the issues by automation.
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