Contract templates simplify setting up client billing because you don't have to add contacts manually for each client. Instead, you can create contract templates and add them to clients.
How to create contract templates?
To create a new contract template, go to "Settings & Apps" and open the Billing app. Then navigate to the Templates view.
Before creating contract templates, we recommend adding products/services first. Read more about how to add products.
To create contract templates, click the "Add template" button and follow these steps:
Name the template
Select the invoice period and the date
Add products/services (you can select products already entered or create new ones)
Save
How to add a contract template to a customer?
To add a contract template to a customer, follow these steps:
Go to the client list and open the client
Navigate to the Billing view and open Agreements view
Click on "Add agreement" and "Select template"
Pick a contract template from the list
Save
How to add a billing template to multiple clients at once?
To add a billing template to multiple clients at once, go to the client list and follow these steps:
Select clients to whom you want to add a billing template
Click "Contract templates" in the horizontal menu
Select a template from the list
Enter the start date of the contract
Save
Important to know:
If you change the contract template, you can apply the same changes in the client contracts associated with the template. However, t is important to note that if you change something in the client contract, the connection between the template and the client contract is lost. In this case, it will no longer be possible to change these customer agreements by changing the template.
You can create several contracts for one client.