Add a Contract

Contracts, also known as "installment billing", are useful for any situation where a Client pays a set amount each month regardless of how many services are performed or how long those services take to complete. To add a new Contract, use the following steps:

  1. Navigate to a Client Account.
  2. Click Add a Contract

    mceclip0_-_2020-11-30T153357.158.png
  3. Select "Add a contract" from the dropdown list.
  4. Fill out the details on the New Contract overlay. 

    mceclip2_-_2020-11-30T153410.470.png
  5. Click Save.

 

Was this article helpful?
0 out of 1 found this helpful

Still looking for your answer? How Can We Help?