Sales

Service Contracts Generate an invoice from a contract Once a service contract is active, you can generate an invoice from it for the current billing cycle. This article explains how.… Service Contracts Activate, suspend, cancel, or renew a contract A service contract moves through several stages over its life. This article explains how to activate, suspend, resume, cancel, and renew a… Service Contracts Edit, duplicate, or delete a service contract You can update a contract's details and items while it is still being set up. This article covers editing, duplicating, and deleting… Service Contracts Create a service contract Create a service contract to set up a recurring agreement with a customer. Follow these steps. Steps Go to the Service Contracts… Service Contracts Service contracts overview Service contracts let you set up recurring agreements with a customer - for example a monthly support plan - and bill them… Invoices Void, cancel, or refund an invoice Sometimes an invoice needs to be reversed instead of paid. Depending on the invoice's status, you can cancel it, void it, or… Invoices Record a payment When a customer pays, record the payment against the invoice so the balance stays accurate. You can record a payment you received… Invoices Send an invoice and reminders Once an invoice is ready, you can email it to the customer, resend it, and send payment reminders. This article covers all… Invoices Edit or delete an invoice You can update an invoice's details and line items as long as it has not been paid. This article covers editing and… Invoices Create an invoice Create an invoice to bill a customer for products or services. Follow these steps. Steps Go to the Invoices list and click…