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By Installation Date

This screen lists all contracts created in Billdozer. Information is provided under the following headings:

  • Sales Consultant – The name of the person who ‘sold’ the contract.
  • Installation Date – The date on which the contract was installed at the client.
  • Contract Number – The contract number.
  • Account Number – The account number of the contract.
  • Name – The name of the contract holder.
.

Click the Export as (csv) icon to export this contract list to a comma separated value (csv) format, that can be viewed and edited in, for example, Microsoft Excel.

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