Entering contracts

Note: Service Receivables features are available only if you have purchased the Service Receivables Add-On Module.

To enter a service contract:

1. Open 11-2 Work Orders/Invoices/Credits.
2. In the Order# text box, enter the order number.
3. In the Date text box, enter the date of the invoice.
4. In the Client# text box, enter a dummy client number.
5. In the Description text box, enter a brief statement about the transaction.
6. In the Job text box, enter the job number.
7. In the Status list, click 10-Contract.
8. In the Type list, click the invoice type.

9. You may also do the following, if applicable:

   • If you want to enter the customer or client location, enter the data on the Location tab.
   • If you want to schedule the service call, enter the data on the Dispatch tab.
   • If you want to enter the parts or assemblies necessary to complete the work, enter the data on the Invoice Details tab.
10. On the File menu, click Save.

Published: October 03, 2018
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