Step 5 of 9: Getting Started with Agreements

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Welcome to the dESCO on-boarding program covering the primary modules of ESC. This session will cover the Service Agreement module.

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Terminology

  • Department: Job Class in Quickbooks
  • Sales Person: Person receiving Commission
  • Billing Code: service Items
  • On Hold: Invoice does not push to accounting package and can be edited
  • Item: Billing Code, Part Code, History Code
  • Part Code: Inventory Item
  • Pre-Payment: Deposit on a Quote or Invoice

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