Posting an Agreement in SuccessWare21 after selling in the field in SWRemote

  • You will first add an Agreement on the invoice -
  • It will show up as a Line Item shown here - 
  • *The Tech must complete the call or there will be several conflicts for the Tech.
  • After the tech completes the call, you can then go into SuccessWare21 and begin posting the agreement.  Choose F10 to get to the Invoice screen, and then Right-Click on the Agreement Line Item, and then choose Edit Item -
  • You will receive a message that states that the agreement was submitted from the field, press OK to load up the agreement template - 
  • There are a few items at this point you will need to fill out before Saving and Posting the agreement -
  • Press Save, and a message will appear letting you know that once the invoice is posted, the agreement will be activated, press OK -
  • Now press Post on the invoice screen, and this will now show the Agreement as activated in the Agreement section of the Customer -


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