End or delete a service agreement
End an agreement when the service stops, so its history stays on record. Delete it only if it was added by mistake and has no bills.
Who can do this: End: Admin, Manager. Delete: Admin
End an agreement
Section titled “End an agreement”-
Open the agreement and scroll to Agreement details.
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Enter the last date of the service under Ends.
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Select Save changes.
Flex CMMS stops creating billing periods after that date. The agreement moves to the Ended tab once the date has passed, and it stops counting toward monthly and yearly cost.
The end date can’t be before the start of the last billed period. Any Missing periods before the end date stay flagged until they have a bill.
Delete an agreement
Section titled “Delete an agreement”-
Open the agreement and select Delete. You won’t see this button if any period has a bill.
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Select Delete to confirm.
Deleting permanently removes the agreement and its attachments.
If you see This agreement has bills recorded. End it instead of deleting it., the agreement has a void invoice. Void invoices don’t show on the billing periods, but they still count here. An Admin can delete the void invoice from the Void tab on the Invoices page, then delete the agreement.