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Adding Service Agreements to a Service Plan

If you have a service that needs terms and conditions, the Service Agreements Section is the best place to add these.

Updated over 5 months ago

To navigate here, go to Settings > Custom Settings > Service Agreements

From here, you can click the add +Add Service Agreement button located underneath the billing tab

Once the appropriate terms are created, these can be selected to be added to a Service Plan (under Step 3, Products and agreements). Multiple Service Agreements can be attached to a singular service plan, and no service agreements are required.

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