Add a Contract

Contracts, also known as "installment billing," are useful in 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, follow these steps:

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


  3. Select Add a contract from the dropdown list.

    Note: The Add a subscription option is no longer supported.
  4. Fill out the details in the New Contract overlay


  5. Click Save.


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