Agreement Information

Use this form to provide basic information about the agreement.

The options you select on this form will determine which of the remaining forms must be completed.

To provide agreement information:

1. Select an Agreement Type:

• New Agreement - an agreement that has not previously been entered.
• Rewrite Existing - an existing agreement that is rewritten using the same agreement number. It overrides any previously-entered information. Any unpaid invoices will be forgiven. This option can only be used on active or canceled accounts.
• Renew Existing - an existing agreement that is renewed using the same agreement number. It is a continuation of the original agreement. Any unpaid invoices will become due. This option can only be used on expired accounts within the past 18 months.

2. Select an Account Type:

• Cash - an agreement that is paid in full with a one-time payment.
• Cash Open-End - an agreement that is paid in full with no predetermined expiration date.
• Installment - an agreement that has a specific number of payments and a specific billing cycle as well as a predetermined expiration date. This may or may not renew.
• Open-End - an agreement that has a well-defined invoice schedule with no predetermined expiration date.

3. Type an Agreement Number.

For new agreements if you leave this field blank, the system will assign an agreement number.

4. Type a Begin Date or click the calendar button and select a begin date.
5. Type an Expire Date or click the calendar button and select an expiration date.
6. Type the amount of the Down Payment.
7. Type the Salesperson's number if applicable.
8. Click Save.