Creating Service Agreement from Customer Record

• • 0:30 How to create a Service Agreement from Customer General Info
  • 1:04 choosing the start date
  • 1:14 What system to choose
  • 1:32 List of Service Agreement
  • 2:27 Billing cycle option
  • 3:00 Tune Ups that are associated with the service agreement
  • 3:38 How to create a monthly invoice or a monthly recurring billing
  • 4:50 Summary or breakdown
  • 5:44 Seeing Monthly  Invoice thru Reports
  • 6:35 How to check if there is a credit card on file