Step 5 of 9: Getting Started with Agreements

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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