essensys

This should help you find the original end date of a licence that has been updated or extended

Viewing the Original End Date of an Operate Licence

General Information about the Licences Module in essensys Operate

Operate - Licences Overview

Types of Licence Agreements to Create with essensys Operate

Operate - Licence Types

A Guide to Creating a New Licence Agreement in essensys Operate

Operate - Creating a Licence

Add Office Space, Contract or Virtual Services to a Licence Agreement in essensys Operate

Operate - Adding Offices and Services to a Licence

This article shows you how to pause a membership and extend the licence to recover the revenue that would have been earned during the pause

Pausing a Membership and Extending the Licence

This guide shows you how to use Operate to ensure payments are collected and accounted for after a member has had billing paused

Managing Payments for Paused Memberships (Operate)

Add Additional Charges to the Initial Invoice When Creating a Licence in Operate

Adding an Ad-Hoc Charge to an Operate Licence

Use the Surety feature when you need additional assurance as part of your Licence agreements

Adding Surety to Licence Agreements in Operate

Adding Terms and Conditions to Licence Agreements using essensys Operate

essensys Operate: Licence Terms and Conditions

If you would like to grant a commission to a salesperson or broker, read this guide to find how to implement this within Operate

Using Commissions with Operate Licences

Activating a New Client Licence

This guide shows you how to send a Licence to your customer

Operate - Issuing Licences

Approve Operate Licences before they are enforced

Approving Licences in essensys Operate

Responding to Email Notifications for Licences with Discounts

Approving or Rejecting a Licence Discount

How to give notice and extend a licence agreement in essensys Operate

Giving Notice on an Operate Licence Agreement

Use essensys Operate Create a New Licence for a Resident Customer

Operate - Creating a Licence: Residential

Use essensys Operate Create a New Licence for a Virtual Client

Operate - Creating a Licence: Virtual

Use essensys Operate Create a New Licence for a Client Renting Co-Working Space

Operate - Creating a Licence: Co-Working

A new way to efficiently and securely send Licences from Operate

Operate - Introducing eSign

Sign your licences automatically using eSign and Operate

Operate - Sending a Licence via eSign

Using Operate to create stepped deals which gradually increase pricing

Creating a Stepped Licence in Operate

A Guide to Configuring Rolling Licence Agreements / Contracts in essensys Operate

Setting Up Rolling Contracts in Operate

This article explains the adjustments Operate makes to help you manage very extensive Licence Agreements

Operate - Long Running Licences

The General Licence Termination Process in essensys Operate

Operate - Terminating a Licence

Make Changes to an essensys Operate Licence when it the Remains Active, but the client Terminates a Service

Terminating a Service on a Licence in essensys Operate

A General Licence Transfer Process in essensys Operate

Operate - Transferring a Licence

General essensys Operate Office Move Procedure

Transferring an essensys Operate Licence When the Client Moves Offices

Extend the Initial Term of a Licence in essensys Operate

Extending a Licence in essensys Operate

View All Movements Your Customers Make Using essensys Operate

The essensys Operate Movement History

Licence Agreement Renewal Process in Operate

Renewing a Licence in Operate

Do you have a question or an issue with Licences in Operate? You might find an answer here.

Operate Licences: Common Issues and Best Practices

See what happens with your Operate Licences

Viewing Events / Audit Trails on Operate Licences

This article shows you how to merge to of the same customer's Licence records into one.