Warranty Templates

The first step is to create a new Warranty Template. This Template will capture the terms and Title of the Warranty for you to apply to an Inventory Item.

1. Go to Admin > Warranty Templates.
2. Click New Warranty template:

3. Fill out the terms of the Warranty:

4. Go to Inventory > New Item to create an Inventory Item for this Warranty, to add to Invoices when needed:

5. Add to future Invoices:

6. After the Customer pays, this Warranty will then be tied to the Customer Record:

7. You can see a running list of ALL open warranties in Admin > Reports > Warranty List:

That is it! If you want to follow up with Customer's to extend warranties that are due to expire, refer to this article.

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