Create and manage contracts effortlessly by setting plans, schedules, billing preferences, and customer agreements in one streamlined workflow.

Overview

This guide walks you through the process of creating a contract, from selecting plans and identifying customers to configuring billing schedules and agreement settings. You will learn how to tailor contracts for one-time or recurring charges while ensuring all required details are captured. By following these steps, you can efficiently set up contracts and automate billing with confidence.

Prerequisites

Before starting a contract, be sure to have the following information ready:

Customer Email: A registered email is required if you intend to request a digital agreement.
Payment Plans: If you have standard pricing, pre-configure them in Invoice Settings to enable auto-filling.
Payment Method: Ensure you have the customer's card or bank account details if using the Automatically Charge option.

Creating the Contract

Navigate to the Recurring tab on the left-hand panel and click + Add Contract.
Fill in the following information:

Plan - Use a pre-set plan to auto-populate items, or manually add products/services.
Identify Client - Search for an existing customer or create a new profile on the fly.
Items - Items charged in the plan. If you choose an existing plan, this part will populate automatically. You can still make adjustments of necessary.
Memo - Any additional information or considerations necessary for the contract. If you do not need any additional data here, you may leave it blank.

Select a schedule for contract in the Frequency field.

For creating a one-time contract, select Once
For creating a recurring contract, select Weelky, Monthly, or Yearly.

Note: If any frequncy other than Once is selected,

Define the interval in the Every field (e.g., every "3" months).

Set the specific Start Date for the single charge.

Define the specific day in the On field (e.g., "First Monday").

You can see this process in more detail in the Recurring portal guide.

Define the billing logic:

For distance billing, check Automatically Charge. If the contract starts today and no agreement is needed, you can use Bill Now to collect the first installment immediately.
For invoicing:,Check Send Invoice and select terms.
Set Request Customer Agreement to Yes. This triggers an automated email for the customer's signature.

Attach any relevant ID documents or signed PDFs in the Attachments section, then click Save & Start.