Adding a contract

How to add a contract.

Use the following procedure to add a new contract for a new or existing member.

You can ask Monika how to create a contract

  1. If the side menu is not visible, click .

  2. In the side menu, click Finance.

  3. Under the Invoicing section, click Contracts.

  4. Click Add contract.

  5. Type in the customer's name and select their current plan from the drop-down list.

  6. Add information and amend the details, which are described below.

  7. You may want to schedule a cancellation date for the contract.

  8. Click Save.

After you have added a contract, you can add one or more deposits to it. To do so, you need to edit the contract and add the deposit details.

Option

Description

Invoice period

You can set a start date, recurrent day and the minimum term of the contract.

Desks/Offices

Allows you to select particular desks or offices for the contract.

Price

By default, the price of the contract is determined by the price of the associated plan. However, you can adjust the pricing with the following series of options.

If you do not want to charge the same rate as the associated plan, set Fix the price of this contract to YES. You can then specify a unit price and quantity. For example, if the unit price is 1000 and the quantity is 2, then the total price will be 2000.

You can also specify the following pricing options:

  • Include one-off sign-up fees on the next invoice for this contract.

  • Adjust the next invoice based on the number of days left between the renewal date and the next billing day (prorate). Set this option to YES if you want the time period billed for on the next invoice to be adjusted to account for the difference between the renewal date and the next billing day. For further information, see prorating a contract.

  • Invoice additional cycles in the next invoice for this contract. See contracts and billing cycles.

Cancellation

These options determine whether the contract can be cancelled manually or by scheduling a cancellation date and whether a notice period is required. Learn how to cancel a contract in Cancelling a contract.