Invoices with equipment created on a lead or customer can now be converted to equipment on the customer's equipment screen. Create as many quotes as needed to show pricing scenarios, then convert the desired quote to an invoice. After an invoice has been created and the lead has been converted to a customer:

• Open the customer Equipment screen
  
  
• The "Add Invoiced Equipment" button will show up on the equipment screen
  
  

• Click on this button to bring final invoice items to the equipment profile
  
  

When this button is used it will get the equipment from all existing invoices that haven't been previously converted. Also, Activation Fees and Monthly Monitoring Rates will not be pulled or changed on the customer.

• ← Previous
• Next →