To begin with, you need to enable the Recurring Invoicing functionality. Click here to read more.
To add a contract, go to Invoicing – Recurring Invoicing and click on Create new contract. The difference from when you fill in a regular invoice is that you need to fill in a date when the contract was created in the Contract Date field.
As you can see, the default values of the contract duration and the invoice schedule are retrieved from the settings. You can change these if the contract is to have a different contract duration or a different invoice schedule. If you want to use a contract template, you can write the template’s number in the field Template No. Read more about contract templates here.
Finish by choosing which items to invoice, and then click on Save. The created contract is added to your contract list with the status Active.
Terminate a contract
If you want to terminate a contract before the end of the contract duration, look for the specific contract under Invoicing – Recurring Invoicing. If you do not find the contract in the list, you can either use the search field or use an extended search option. Then open the contract and click on Terminate contract button at the action bar at the bottom of your screen. It is not possible to create invoices from a terminated contract, nor can it be activated again.
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