Customer Agreements

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