Setting Up Contract Specifications
Tools > System Maintenance > Tables
Contract Workflow Diagram
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Creating a Contract
A contract can be created as a new contract or a replacement contract. An example of a replacement contract would be if a customer applies for re-financing to reduce monthly payments on an existing contract, a new contract would be created to buy out the old contract, making it a replacement contract.
Editing and Approving Your Contract
To view and edit the contract that was automatically generated during the invoicing process, go to Financing > Maintenance
Contract Finishing
Once a contract has been printed and signed, the next step is to finish it.
Contract Posting
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Running a Billing
Financing > Billing
Printing
Once a contract has been approved, the next step is to print it out so the customer can sign it.
Collections
There are three main steps to collections within EPASS: