How to add transactions to an agreement
Posted by Cameron Telfer, Last modified by Cameron Telfer on 31 May 2016 03:40 PM

When existing customers purchase merchandise from your facility they can choose to add it to their agreement to be invoiced when rent is billed. This can be useful when the customer is moving into your facility and requires packaging supplies. During the following process you will be adding charges and/or receipts to a customers agreement.

Overview of steps:

  1. Navigate to: Opening the Agreement
  2. Add Charges/payments [Transactions tab]

Step 1. Navigate to: Opening the Agreement

The most common way to start this process is the double click the agreement.

Step 2. Add Charges/payments [Transactions tab]

  • Add Charges/Payments. Add any charges or payments against the agreement.

Step 3. Save

  • Once all Charges and payments have been added select OK to save and close the Agreement.
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