Create a new Contract
Use Contracts to formally register the list of commercial contracts and agreements that your company has signed with its clients. In a Contract, you can store information
about the Start and End Date of a Contract, Client, Total Amount, Frequency if it is a subscription based agreement,..
To start using contracts, goto the Sales web app
Options menu / Display tab, and check the box next to Contracts.
To create a new Contract on your mobile:
- Start Upvise and go to the Sales app
- Tap on the + button and select New Contract
In your web account:
- Open the Sales app and goto the Contracts section from left pane menu
- Click on the + icon
Enter:
- Name of the Contract: this will be used as the Product name in an Invoice created from the Contract
- Number: a reference number that you may have assigned to the contract.
- Amount: this will be used as the Price of the Product in the Invoice created from the Contract
- Frequency: if the contract is subscription based
- Start date: when the Contract starts. Start dates in the future will appear in the Upcoming contracts list
- End Date: when the Contract ends. End dates in the past will appear in the Expired contracts list
- Client Company and main Contact
- Note: description of the product or service provided
On the web, you can also attach a File to the Contract by clicking on the Attach File icon in the toolbar. You can use this to attach e.g. the PDF version of the Contract.
See also
Create an Invoice from a Contract
