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we would begin by creating a new sales order format this one we have labeled as a sales order installation contract we would set the payment of terms whatever your company policy is your invoice format would be for a standard invoice your display fields can be updated based on your needs the default print format is currently set to the sales order installation contract and well go over creating that format on our next steps we will set it as show advanced features and we want it to be contract managed because were going to actually require that this contract get an electronic approval in order for us to proceed so heres our sales order setup then on our custom fields for the sales order were going to add fields that are important to the service agreement itself so we have contract financials section which has such things as the number of payments that will be made the amount of each one of those payments and what those total payments amount to weve also got a section for contract