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Create A New Contract

  • Updated

You are required to have at least one contract template before creating a new contract. Click Here to create a contract template. 

 

Create a new contract

You can create a contract by either clicking the + symbol in the upper right corner > New Contract

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or by selecting 'Add contract' from the Contracts page.

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You'll be presented with the following page. Enter your contract details.

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Customer: Assign the customer the contract applies to
Contract Name
Contract Template: Select a template
Sites: Select the applicable / covered sites under this contract

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Billing Period: Specify the contracts billing period 
Retainer: Enter your retainer fee (Excluding Tax)
Retainer Description: Brief description regarding the Retainer Fee
Start / End Date: Define the contract Start and End date

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Enable Invoice Auto Run: Specify whether recurring invoices are generated for this contract
Upload File: Upload a copy of the contract

Proceed by clicking Save.