-When a sales rep or company admin reports that the amounts are not adding up correctly on the agreement for a cash deal, there are two things that can be done to fix this issue:

RE-SAVING THE PRICING IN THE PROPOSAL

-First, let's take a quick look at the proposal and agreement to check if the payment schedule is incorrect. First, click "view proposal" >> click the 4 square button on the top right corner >> select the payment terms slide. Here you will see what the total project cost is (which is also called "gross system cost")

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Now, go back to the main deal page and click "view agreement" to take a look at it and see if payment schedule matches the amount on the proposal. As you can see on the example below, the amounts are not adding up correctly ( $14,350.31 +$ 6,623.22+ $1,103.87 =$20,984.91 which is not equal to $ 14,569.00).

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-To try to fix this, you can go back to the payment terms slide and click "cash" and the window below will pop up. Click "save." This basically causes the annotations in the agreement to update.

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-Now, you can go back to the agreement and check if the payment schedule is correct. If it isn't, you can click the rebuild button on the bottom left corner. This will basically update the agreement with the most recent changes.

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-If the amounts are still adding up incorrectly, you can

-Go to the main deal page and click "audit survey" and scroll down till you see the "delete report" button and click it.

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-Then, go to the agreement page and hit the "rebuild" button one more time to update the agreement. After this, the amounts on the payment schedule should add up correctly.

If the payment schedule is still incorrect, you might need to post it in internal support.

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Note: Once this has been completed, make sure you let the rep know that if he/she has made any changes in the proposal, those changes might have been deleted so he can go back to the deal and set it as it was.