This article provides the steps necessary to create a contract.
This article provides the steps necessary to create a contract.
Getting Here: Click Accounts > search for an account > Plans & Services > Contracts tab > Create New Contract
Note: You cannot assign an alternate recurring fee or early cancelation fee to a multi-plan contract or universal contract. A universal contract overrides any other contracts assigned to an account.
The New Contract Details page displays.
Note: If you are creating a multi-plan contract, you can select multiple plans by holding down the Ctrl key on your keyboard and clicking at the same time. If you are creating a universal contract, you cannot select plans since the contract will govern any plan(s) to which the account is subscribed during the time period dictated by the contract.
Note: It is not a recommended practice to specify an alternate recurring fee when you create a contract. Instead, you should assign an alternate rate schedule or custom rates to a customer.
Note: You cannot assign an early cancelation fee to a multi-plan contract or universal contract. The cancelation fee will be prorated based on the amount of time left on the contract if you selected True for this system setting: Pro-rate Cancelation Fee On Early Termination (under Configuration > Billing > Invoice Settings).