Activate the Agreement

Before any Work Orders or Invoices can be issued, you need to Activate the Agreement.

By its very name, an Agreement requires the Customer's consent, so there is a preliminary stage where you create the Agreement, Print the Agreement, and present it to the Customer.

Similar to a Project, the Agreement remains at the Estimate Status until you Activate it. The difference is that Activation does not immediately involve a related Work Order. However, Automatic Billing will trigger Invoices, even without Work Orders.

When you receive consent from the Customer you then Activate the Agreement to put it into effect:

1.	Open the desired Agreement

2.	Click the Actions button on the lower right

3.	Click Activate Agreement

4.	On the Agreement Lookup screen and the Agreement screen header, the Status will now show as Active.

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