Create new Sales Contracts

After the action Create New Contract was activated a wizward will help creating a new Sales Contract. The wizard is divided into … pages.

Debitor selection and Contract Description

Enter basic information for the new contract.

Contract Description Enter the Contract Description for the new contract that should be created. The Contract Description will later be used as the Headline for the Report: Contract Overview and the Sales Reports like the Sales Invoice or Sales Credit Memo
Labels In the label field you can access the labels already created for sorting or classifying your contracts. You can assign one or more labels to a single contract. I If no label is available simply click on the New action to create a new one.
Sell-to Customer No. Now you select a Customer to whom the sales contract should be assigned to. If no Customer is available, create a new one.

Add dates to define the subscription period and cycle.

Subscription Period Contracts can have different subscription periods, therefore our solution offers 3 different options to create invoices.

Monthly
Yearly
Custom If the Custom option is choosen, two new fields will be shown where the custom period can be inserted.

In Advance: An invoice will be created for the first day of each subscription period.
In Arrears: An invoice will be created for the last day of each subscription period.