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Configure Connectwise Agreements

Setup new or configure an existing agreement that matches the contract you have with the customer. The agreement section will contain information such as the agreement name, start and end date (or no end date), as well as finance information such as taxes and the billing cycle.

  • Click on Companies, select Companies
  • Find the company you wish to add or modify the agreement, and click on the company‚Äôs name
  • Click on Agreement tab, click plus button for adding a new agreement (if you are adding). Note: You do not have to add the product additions because CloudPanel can automatically do this for you.
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