Difference between revisions of "Customer Agreements"
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| + | ==Introduction to Customer Agreements== | ||
| + | Customer Agreements are used in '''opentaps''' to capture the text of any agreement with your Customer. Once created the agreement can be supplemented with payment terms to be used in automated system transactions. Payment terms include the due date, payment discounts, and credit limits for the Customer Billing Account. | ||
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| + | '''Additional User Manual sections''' | ||
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| + | For guidance on '''creating a new agreement''', refer to this User Manual page, | ||
[[Create Customer Agreement Screen]] | [[Create Customer Agreement Screen]] | ||
| + | For guidance on '''finding an existing Customer Agreement''', refer to this User Manual page, | ||
[[Find Customer Agreements Screen]] | [[Find Customer Agreements Screen]] | ||
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| + | For guidance on '''reviewing a Customer Agreement''', refer to this User Manual page, | ||
| + | [[View Customer Agreements Screen]] | ||
Latest revision as of 20:37, 15 September 2010
Introduction to Customer Agreements
Customer Agreements are used in opentaps to capture the text of any agreement with your Customer. Once created the agreement can be supplemented with payment terms to be used in automated system transactions. Payment terms include the due date, payment discounts, and credit limits for the Customer Billing Account.
Additional User Manual sections
For guidance on creating a new agreement, refer to this User Manual page, Create Customer Agreement Screen
For guidance on finding an existing Customer Agreement, refer to this User Manual page, Find Customer Agreements Screen
For guidance on reviewing a Customer Agreement, refer to this User Manual page, View Customer Agreements Screen
