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.
How to explore the Contracts listing and details page in the V3 Zuper Mobile App
The contracts module helps you to manage the agreement created. Here you can add, modify, and merge the contracts. The contracts can be mapped to an organization, and you can create a new job for a customer along with the contract. Contracts Listing ...
How to create & manage Service Tasks?
Our Zuper’s new feature, Service Tasks, helps the field executives complete each service task mapped to the jobs. Service tasks are used to create process steps, or checklists, for the field technician to follow when completing a work order and can ...
How to create a Service Contract?
The service contract is the service agreement between the business and the customer, lists down services that need to be performed, timeline, and other vital information. Zuper allows the user to experience the best service contract creation for you, ...
How to access the Invoice listing page in V3 Zuper Web App?
An invoice is a document for the parts & services rendered by your business. Zuper enables you to manage the complete lifecycle of invoicing including sending to your clients, receiving payments, etc,. Navigation: Invoices -> Invoice Listing Page ...
How to create a new invoice from V3 Zuper Web App?
An invoice is an accounting document that a field service business sends to its clients to request payment for the services rendered. 1. Select the “Invoices” icon from the left navigation menu and choose “+ New Invoice” to create a new invoice. 2. ...