In this video, you will:
Discover when to use Contracts with a Fixed Payment Invoice Type
Learn how to create an estimate for a contract opportunity using a Fixed Payment invoice type
Understand how to create a payment schedule for fixed payment contracts
Sections
0:00 Introduction
0:31 Scenario
1:43 Navigating to an Opportunity
2:26 Creating a Contract with a Fixed Payment Invoice Type
4:25 Adding Service Groups, Services, and Items to an Estimate
7:50 Adding Occurrences and Quantities to Services and Items on an Estimate
9:10 Creating a Payment Schedule for a Contract with a Fixed Payment Invoice Type
11:10 Review
Training Video