Installer Warranties billing the Company

1. Before proceeding, you will need to setup a Company Contact as a General Contractor.  If you’ve already done this, skip to step 2.  If you need to create a Company contact, follow steps 1a-1e
   1. Create a New Contact
   2. Select General Contractor as the Type
   3. Give the contact a name.  (Suggestions: Company Name: Warranties)
   4. Add the company’s billing info and invoice address
   5. Save
2. Next, create a Sales Order for the customer who the warranty is for
3. Choose ‘Performed by General Contractor’
4. Select the Company contact you created in Step 1
5. Create the Sales Order
6. Set the Job Type as Company Warranty
7. Open the Order Lines page
8. Add order lines that are needed and set the price to $0.
9. Set the cost to what’s being paid to the installer(s)
10. Choose the Delivery Address, Service Location, and Unit #
11. Confirm the Sales Order