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How to Create a Contract
How to Create a Contract
Jebin Joice avatar
Written by Jebin Joice
Updated over a week ago

How to create an Actual Contract

Creating Contract for specific customers is a breeze with these simple steps:

Step 1: Head to the "Billing" section in the side navigation bar and choose "Contract" from the list.

Step 2: In the Contract window that appears, click on "Contract +".

Step 3: A creation window will appear. Enter relevant details.

Step 4: In the billing settings, there is a dropdown menu for selecting the contract type; choose 'Actual' from the options.

Step 5: Following that, there will be checkboxes labeled 'Tickets', 'Projects', and 'Activity'. You can select each one individually to allocate the default hourly rate.

Step 6: To access additional configuration options, you can enable the 'Advanced Settings' checkbox. This action will unveil a dropdown menu for 'Tickets', 'Projects', and 'Activity', allowing for further customization.

Step 7: Afterward, there will be a toggle button for billing, allowing user to select various billing methods.

How to create Fixed Contract

Creating Contract for specific customers is a breeze with these simple steps:

Step 1: Head to the "Billing" section in the side navigation bar and choose "Contract" from the list.

Step 2: In the Contract window that appears, click on "Contract +".

Step 3: A creation window will appear. Enter relevant details.

Step 4: In the billing settings, there is a dropdown menu for selecting the contract type, choose 'Fixed' from the options also enter the fixed amount.

Step 5: Afterwards, there will be a checkbox available for enabling recurrence. Upon selecting this checkbox, options for specifying the start and end dates of the billing cycle will appear, along with a dropdown menu to choose the time cycle.

Step 6: Following that, there will be checkboxes for 'Tickets', 'Projects', and 'Activity'. You can select each one to set as default contract.

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