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.
| No. | Label | Definition |
|---|---|---|
| 1 | Agreement ID | Unique numerical identifier for the agreement. |
| 2 | Agreement Name | Name of the agreement. |
| 3 | Duration | Duration type of the agreement, such as Evergreen or Fixed Term. |
| 4 | Status | Current status of the agreement, such as Active or Pending. |
| 5 | Term Status | Current term status of the agreement, such as Initial Term or Post-Commitment. |
| 6 | Start Date | Date the agreement begins. |
| 7 | Agreement Expiration | Date the agreement expires, if applicable. |
| 8 | 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. See the Add/Edit Agreements article for more information.
- Create a new agreement from a template by clicking Create from Template. See the Add/Edit Agreements article for more information.
- Search for a specific agreement by entering text in the Search field.
- Filter the list by clicking the Filter button.
- Customize which columns display in the list by clicking the Arrange button. See the Arrange Columns article for more information.
- 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.