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.