Customer Profile: Billing Section - Agreements Tab
The Agreements tab in the Billing section of the customer profile displays all agreements associated with the customer. It is accessible by clicking the Billing tab on the customer profile and selecting Agreements.
Each column in the agreements list is defined below.
| Label | Definition |
|---|---|
| Agreement ID | Unique numerical identifier for the agreement. |
| Agreement Name | Name of the agreement. |
| Duration | Duration type of the agreement, such as Evergreen or Fixed Term. |
| Status | Current status of the agreement. Statuses include Pending, Active, Pending Cancellation, and Cancelled. |
| Term Status | Current term of the agreement, such as Initial Term. |
| Start Date | Date the agreement begins. |
| Agreement Expiration | Date the agreement expires, if applicable. |
| Last Modified | Date the agreement was last modified. |
The following actions are available on the Agreements tab.
- Create a new agreement by clicking Add Agreement. The customer is already selected, so the form opens right away. See the Add/Edit Agreements article for more information.
- Create a new agreement from a template by clicking Create from Template and selecting an agreement template. See the Add/Edit Agreements article for more information.
- Filter the list by clicking the Filter button.
- Sort the list by clicking a column label in the table header.
- Open an agreement by clicking its row in the list.
- Edit or manage an agreement by clicking the ellipsis at the end of the row. Note: you may have to scroll over past the end of the screen to see the ellipsis.
- Move between pages and choose how many agreements display on each page using the controls at the bottom of the list.
For more information about agreements, see the following articles.