Step by step
- Press + New contract. In 1. Customer choose the Customer, then Continue.
- 2. Machines: every machine of the customer is ticked. Untick the ones not covered. Enter rental per period where you rent the machine.
- 3. Copy prices: check the customer's prices shown. If there are none, use Set copy prices on the customer (or set them later).
- 4. Contract: the Reference is suggested; set Starts (and Ends (optional)), Bill every month, quarter or year, the service fee per period and what the contract covers.
- Leave Active now (included in billing runs) ticked, then press Create contract.
Next
The contract page opens with "Contract created. Next: check the copy prices below, add any other charges and upload the signed contract." Add charges on the Charges tab, set the terms on Details & terms, upload on Documents and press Print agreement.
Questions
A machine is missing.
Only active machines at the customer's own sites are listed. Add or restore the machine on the customer page.
The reference already exists.
References are unique in your firm. Change it and create again.
Works together with
- Customer copy prices (one price list for the whole fleet)One price per meter (mono, colour, A3…) for a customer, used by every machine of theirs on a contract. Change it once and the whole fleet follows from the next billing run.
- The contract pageEverything about one contract, in tabs: machines and copy prices, charges, details and terms (price increase, cancel, delete), billing and jobs, and documents.
- 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.
- 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.