IDI version 26.8 is now available.  Click here for details: IDI Updates.

Signing the Agreement

Prev Next

Signing the agreement is available only if a contract has been assigned to the customer.

During Make Sale, the wizard displays a signature pad to sign the agreement.

  1. Click Complete Sale. This displays the Complete Sale window.

    Complete Sale Window

    The sales agreement must be signed before you can tender.

  2. Click Sign Agreement. Then have the customer sign the agreement and click Next.

    Sign Agreement

    This returns you to the Make Sale main window.

See also:

Working with Make Sale & Guided Orders

Tendering the Sale