Set up Agreement Services Manually
You can set up agreement services manually using the SM Service form (accessed by double-clicking in the Work Schedule grid of SM Agreements).
If you have not yet set up the agreement, you must do so before you can proceed here.
You can now set up summarized cost estimates, work schedules, required tasks and resources, billing schedules for applicable periodic services, and amortization schedules (if deferring revenue). Click on the links below for more information.
Setting up Summarized Cost Estimates
Setting up Service Work Schedules
Setting up a Billing Schedule Automatically