The only boxes that auto check are the Agreement Opportunity, and Warranty Opportunity.

No Charge will be checked if the Invoice total is $0 (ex. Item Price set to $0), and the Contract Maintenance will be checked if there was a visit attached.


For more detailed descriptions of what each Opportunity check box correlates to, follow this link

Non Tabbed Version

Tabbed Version

If you require further assistance, please reach out to the Support Team using any of our channels - 

Email: [email protected]

Phone: 800-566-6940

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