Skip to main content

210: Estimating - Contracts with Fixed Payment Invoice Types

In this video, we will focus on creating Contracts with Fixed Payment Invoice Types.

Aspire Software avatar
Written by Aspire Software
Updated over 10 months ago

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

Did this answer your question?