How to change the billing and service locations of a service agreement?

Problem

You cannot edit the service locations tied to a service agreement once the agreement is on Activated status. If the service agreement is created to cover multiple locations you can change the billing address to one of the other location addresses that are covered in the service agreement.

Solution

Follow these steps to update the billing location on a service agreement. You can change the billing address of a service agreement if there are multiple locations attached to the service agreement. If there is only one location attached, you need to create a new service agreement for the new location.

Remember, if you need to change the service locations for an agreement that is already on Activated status, you need to create a new agreement for those locations.

Changing the Recurring Billing Location

If the service agreement is already on Activated status:

1. Go to the customer's profile.

2. Click on the Service Agreements tab.

3. Select the service agreement you want to update.

4. Go to the Billing and Invoices tab.

5. Click on the pencil next to the Billing Address.

6. Choose the correct service location for recurring billing from the list of locations already tied to the service agreement.

If the service agreement is in Draft status:

1. Go to the customer's profile.

2. Click on the Service Agreements tab.

3. Select the service agreement you want to update.

4. Make sure that the new location is added in the Locations and Contracts tab.

5. Go to the Billing Schedule and Payment Terms tab.

6. Edit the Billing Address, and select the right location address.

Creating a New Service Agreement for Different Locations

If you need to associate the service agreement with a different location that is not already tied to the service agreement, you must create a new service agreement.

1. Go to the customer's profile where you need to add a new service agreement.

2. Click on the Service Agreements tab.

3. Click Add Service Agreement.

4. Fill in the details for the new service agreement, including selecting the correct service location.

5. Save the new service agreement.

For more information on how to create a service agreement, see Create Service Agreements.