At the top
Status, customer (link), Print agreement, and four figures: what it charges each period, machines, billed so far and runs.
Banners tell you what needs doing: missing copy prices, draft status, notice period started, price increase due, or cancellation.
The tabs
Machines & prices: Machines and copy prices, each machine with one row per meter. Choose Price from: Customer's price list, This machine only or Not charged. Add machines at the bottom.
Charges: Charges each period: rental, service, lease, software or other charges, for the whole contract or one machine, with optional dates.
Details & terms: Contract details (reference, dates, billing period, service fee, status, what it covers), Terms, Price increase, Cancel contract and Delete contract (only when never billed).
Billing & jobs: Billing history and Recent jobs under this contract.
Documents: the signed contract and other files.
Works together with
- Machines on a contract and their pricesAdd or remove machines, and choose for each meter whether it uses the customer's price, its own price, or is not charged.
- Charges each period: rental, lease, software and moreAdd any number of recurring charges to a contract, for the whole contract or one machine, with optional start and end dates. They are billed every period.
- Contract terms: part periods, minimum, pools, invoicing, renewalSet how the contract is billed: part periods pro rata, a minimum copy charge, pooled free copies, who pays and on which invoice, automatic renewal and notice, and a yearly price increase.
- Contract documents and the printed agreementKeep the signed contract, schedules and lease papers with the contract, and print a service agreement built from it.
- Apply a price increaseRaise the service fee, minimum, charges and the contract's own machine prices by a percentage, optionally the customer's copy prices too. Every increase is kept in the price history.
- Cancel or end a contractCancel with a last day and a reason: automatic renewal stops, the contract is billed up to that day (pro rata) and then ends. Its history stays.
- What a contract covers on jobsTick what the contract fee already pays for: call-out, labour, travel and mileage, parts, toner and consumables. Those are not invoiced on the contract's jobs.