Use the following procedure to add a new contract for a new or existing member.
If the side menu is not visible, click .
In the side menu, click Finance.
Under the Invoicing section, click Contracts.
Click Add contract.
Type in the customer's name and select their current plan from the drop-down list.
Add information and amend the details, which are described below.
You may want to schedule a cancellation date for the contract.
You can set a start date, recurrent day and the minimum term of the contract.
Allows you to select particular desks or offices for the contract.
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:
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.