Agreements

Automated Tickets

The article explores the concept and configuration of Automated Tickets, which are designed to notify agents of significant events like agreements or warranties expiring, recurring invoices, and unpaid invoices. It outlines how to set criteria for automatic ticket generation and the steps for configuration including choosing specific entities and setting date rules. It also explains features such as to-do lists for ensuring ticket completion and adding invoice variables for clarity. Automated Tickets can include features like PDF attachments when certain criteria for events like unpaid invoices are met.

Billing - Agreement Multiplier

Bulk Applying Billing Templates