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Installation Company ERP / CRM

Knowledgebase

How to Mark a Contract as Completed

  1. Click on the menu and head to Contracts, ‘Live Contracts’.
  2. Find the customer you are looking to raise the invoice for, click the edit button to the right-hand side to open their Contract page up.
  3. Check the contract has been completed and scroll to the bottom of the page, on the right-hand side you will see ‘Mark as Complete’, click here and confirm your selection.

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