Editing a contract

How to edit 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 the name of the customer to view their contract.

  5. Make the necessary changes and additions. See adding a contract for details of the main contract options.

  6. In addition, you can add one or more deposits to the contract if you wish. See Adding a deposit for details.

  7. Click Save.

Adding a deposit to a contract

When editing a contract, you can add one or more deposits to the contract.

Before adding a deposit to a contract, you must first ensure you have the deposit defined as a product in your account.

  1. When editing a contract, in the Deposits section, click Add Deposit.

  2. In the drop-down list, start typing the name of the deposit (for example Plan deposit).

  3. In deposit amount, enter the monetary amount you want to charge for the deposit.

  4. If you want to refund the deposit to the customer when the contract ends, set Credit this deposit when the contract ends to YES.

  5. Click Save.