What does Billing Pricebook Service mean, or do, when setting up a
Service Agreement Template? How should I set up service agreements in
Pricebook? Why is it necessary? Thank you for any advice
Hello! I am fairly new to ST (started in November). I am learning so
much everyday! I am really interested in learning more about the new
Service Agreement option. I have been practicing making agreements in
the sandbox and I am excited to start usin...
I'm glad you found the cancelation for agreements. Yeah, it scared me
the first time I "accepted" an agreement and I tried to edit it or
anything. Nope. Cancel it and make a new one. Now I have a good draft
and a canceled one. I wish I could hide the...
Thank you thank you thank you! I needed this video. I am currently
practicing the service agreements because I believe they will be better
for our company but I am so confused. This video helped clear up a few
questions I had. I can't wait to see wha...
Same here. The service agreements will work so much better for our
company since we are more commercially based but I find the document
template and creating the agreement so difficult and time consuming.
Something that usually prints out as two page...
We have this issue as well. The Property Manager pays the invoice, but
she needs individual invoices for each tenant for her to bill. The best
way we have come up with so far is to have the Property Management as
the billing customer, with all the te...
