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

  3. Select "Add a contract" from the dropdown list.
  4. Fill out the details on the New Contract overlay. 

  5. Click Save.


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